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
901
$213K ﹤0.01%
6,138
-1,127
902
$212K ﹤0.01%
2,502
-175
903
$212K ﹤0.01%
9,737
-284
904
$212K ﹤0.01%
3,764
+184
905
$211K ﹤0.01%
2,983
+86
906
$211K ﹤0.01%
4,035
+481
907
$211K ﹤0.01%
1,579
+14
908
$211K ﹤0.01%
2,712
+735
909
$211K ﹤0.01%
7,016
+420
910
$210K ﹤0.01%
9,630
911
$209K ﹤0.01%
7,430
-837
912
$208K ﹤0.01%
5,138
+259
913
$208K ﹤0.01%
9,513
+1,034
914
$207K ﹤0.01%
1,084
-155
915
$206K ﹤0.01%
2,622
-6,854
916
$206K ﹤0.01%
2,129
-953
917
$204K ﹤0.01%
2,317
+129
918
$203K ﹤0.01%
561
-7
919
$203K ﹤0.01%
8,149
-1,192
920
$203K ﹤0.01%
2,251
+298
921
$202K ﹤0.01%
1,095
+32
922
$202K ﹤0.01%
2,807
+257
923
$202K ﹤0.01%
1,320
-225
924
$201K ﹤0.01%
+4,017
925
$201K ﹤0.01%
7,290
+82
35 36
37
38 39