PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
76
$9.87M 0.22%
24,566
+2,808
77
$9.82M 0.22%
137,034
+1,015
78
$9.42M 0.21%
51,769
+659
79
$9.41M 0.21%
151,016
-1,232
80
$9.3M 0.21%
174,189
-307
81
$9.2M 0.21%
37,976
+460
82
$9.08M 0.2%
413,012
-22,066
83
$9.01M 0.2%
80,907
-2,912
84
$9M 0.2%
78,094
+5,929
85
$8.93M 0.2%
45,074
+48
86
$8.85M 0.2%
175,521
-7,843
87
$8.68M 0.2%
377,730
+30,518
88
$8.56M 0.19%
112,328
-1,646
89
$8.43M 0.19%
16,217
+152
90
$8.32M 0.19%
93,736
-2,381
91
$8.14M 0.18%
89,538
-910
92
$7.94M 0.18%
92,712
-3,683
93
$7.9M 0.18%
212,811
+61,152
94
$7.87M 0.18%
12,656
-238
95
$7.82M 0.18%
72,667
+315
96
$7.74M 0.17%
86,907
-191
97
$7.64M 0.17%
22,328
-275
98
$7.49M 0.17%
29,552
-2,981
99
$7.27M 0.16%
17,724
-598
100
$7.27M 0.16%
162,084
+12,255
2 3
4
5 6