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
976
$178K ﹤0.01%
483
+120
977
$178K ﹤0.01%
5,125
+334
978
$177K ﹤0.01%
2,613
979
$177K ﹤0.01%
2,379
+3
980
$177K ﹤0.01%
+8,332
981
$177K ﹤0.01%
43,936
-2,932
982
$175K ﹤0.01%
9,238
+4,060
983
$175K ﹤0.01%
9,998
+2,401
984
$175K ﹤0.01%
4,000
985
$174K ﹤0.01%
294
-116
986
$173K ﹤0.01%
6,672
-1,336
987
$173K ﹤0.01%
2,377
-83
988
$173K ﹤0.01%
71
-109
989
$172K ﹤0.01%
3,286
+270
990
$172K ﹤0.01%
+4,377
991
$172K ﹤0.01%
920
-128
992
$172K ﹤0.01%
3,436
-374
993
$172K ﹤0.01%
2,677
994
$172K ﹤0.01%
2,488
+864
995
$171K ﹤0.01%
1,435
+73
996
$171K ﹤0.01%
1,855
+144
997
$170K ﹤0.01%
928
+77
998
$170K ﹤0.01%
3,928
-223
999
$170K ﹤0.01%
1,525
+237
1000
$169K ﹤0.01%
4,470
+505
38 39
40
41 42