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
751
$307K 0.01%
1,774
-502
752
$306K 0.01%
2,886
+12
753
$304K 0.01%
32,591
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$303K 0.01%
4,221
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$302K 0.01%
3,271
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757
$302K 0.01%
2,283
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759
$300K 0.01%
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760
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762
$299K 0.01%
740
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$298K 0.01%
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764
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18,939
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765
$296K 0.01%
3,271
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766
$295K 0.01%
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6,077
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769
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770
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1,562
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771
$289K 0.01%
7,170
772
$288K 0.01%
5,346
+39
773
$288K 0.01%
7,919
-2,673
774
$287K 0.01%
3,387
+172
775
$286K 0.01%
5,909
-679
29 30
31
32 33