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
951
$190K ﹤0.01%
4,428
+870
952
$190K ﹤0.01%
2,691
+1,489
953
$189K ﹤0.01%
1,504
-189
954
$189K ﹤0.01%
2,858
-82
955
$189K ﹤0.01%
6,750
+1,050
956
$189K ﹤0.01%
14,449
+11
957
$188K ﹤0.01%
12,583
+150
958
$188K ﹤0.01%
3,225
+351
959
$188K ﹤0.01%
3,005
-15
960
$187K ﹤0.01%
908
-63
961
$186K ﹤0.01%
1,627
-30
962
$186K ﹤0.01%
1,632
+127
963
$184K ﹤0.01%
87
+5
964
$183K ﹤0.01%
5,019
+292
965
$183K ﹤0.01%
1,073
+113
966
$183K ﹤0.01%
2,736
+37
967
$183K ﹤0.01%
5,935
-482
968
$182K ﹤0.01%
14,020
969
$182K ﹤0.01%
3,208
+2,433
970
$182K ﹤0.01%
2,786
971
$181K ﹤0.01%
534
+18
972
$181K ﹤0.01%
6,479
+6,219
973
$180K ﹤0.01%
1,887
-237
974
$180K ﹤0.01%
10,534
+1,736
975
$179K ﹤0.01%
793
+201
37 38
39
40 41