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
876
$224K 0.01%
3,548
-500
877
$224K 0.01%
29,349
-8,793
878
$223K 0.01%
7,645
+2,374
879
$223K 0.01%
14,267
+4,368
880
$222K 0.01%
1,802
+70
881
$221K 0.01%
3,928
+953
882
$220K 0.01%
22,673
-3,520
883
$220K 0.01%
20,000
-28
884
$220K 0.01%
2,394
+445
885
$219K ﹤0.01%
5,504
+2,857
886
$218K ﹤0.01%
2,139
+431
887
$218K ﹤0.01%
3,319
+17
888
$218K ﹤0.01%
50,497
889
$217K ﹤0.01%
3,430
+131
890
$217K ﹤0.01%
16,374
+6,977
891
$217K ﹤0.01%
1,847
+289
892
$216K ﹤0.01%
516
+35
893
$216K ﹤0.01%
4,058
-904
894
$216K ﹤0.01%
3,687
-206
895
$216K ﹤0.01%
8,356
896
$216K ﹤0.01%
2,571
-123
897
$215K ﹤0.01%
4,922
+578
898
$215K ﹤0.01%
6,725
+379
899
$214K ﹤0.01%
14,902
-2,321
900
$213K ﹤0.01%
105,345
34 35
36
37 38