PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,687
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.4M
3
+$6.78M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.46M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$5.05M

Top Sells

1
+$10.1M
2
+$8.95M
3
+$5.22M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.68M
5
UNH icon
UnitedHealth
UNH
+$1.06M

Sector Composition

1 Technology 17.07%
2 Healthcare 8.99%
3 Financials 7.11%
4 Communication Services 5.18%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$333K 0.01%
4,928
+1,318
727
$332K 0.01%
6,940
+72
728
$330K 0.01%
+9,214
729
$327K 0.01%
2,619
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730
$327K 0.01%
6,001
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731
$324K 0.01%
1,832
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732
$323K 0.01%
2,674
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733
$322K 0.01%
3,251
-1,868
734
$322K 0.01%
3,809
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735
$322K 0.01%
8,134
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736
$322K 0.01%
1,402
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737
$319K 0.01%
1,451
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738
$318K 0.01%
942
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739
$318K 0.01%
856
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740
$318K 0.01%
1,175
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741
$317K 0.01%
25,251
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742
$317K 0.01%
2,692
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743
$316K 0.01%
5,823
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744
$315K 0.01%
8,356
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745
$315K 0.01%
49,923
+23,096
746
$312K 0.01%
2,358
747
$310K 0.01%
4,130
-2,355
748
$309K 0.01%
15,403
-164
749
$309K 0.01%
2,822
-232
750
$308K 0.01%
4,481
-137
28 29
30
31 32