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
826
$252K 0.01%
+3,871
827
$252K 0.01%
3,963
-791
828
$250K 0.01%
10,607
829
$250K 0.01%
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-1
830
$249K 0.01%
2,773
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831
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4,202
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832
$249K 0.01%
9,081
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833
$249K 0.01%
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$249K 0.01%
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$248K 0.01%
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$248K 0.01%
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$248K 0.01%
6,771
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838
$248K 0.01%
2,266
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839
$248K 0.01%
7,633
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840
$247K 0.01%
9,603
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$246K 0.01%
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$246K 0.01%
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4,900
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$245K 0.01%
1,560
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846
$245K 0.01%
2,494
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847
$245K 0.01%
10,799
848
$244K 0.01%
712
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$244K 0.01%
8,793
-7,740
850
$243K 0.01%
5,938
+9
32 33
34
35 36