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
1026
$161K ﹤0.01%
1,447
+162
1027
$161K ﹤0.01%
1,880
-461
1028
$160K ﹤0.01%
3,699
-1,488
1029
$160K ﹤0.01%
5,519
-92
1030
$160K ﹤0.01%
5,062
-23
1031
$160K ﹤0.01%
3,383
+1
1032
$160K ﹤0.01%
5,217
-461
1033
$159K ﹤0.01%
10,273
+692
1034
$159K ﹤0.01%
2,632
+6
1035
$159K ﹤0.01%
1,783
+376
1036
$159K ﹤0.01%
2,791
-484
1037
$159K ﹤0.01%
758
+107
1038
$158K ﹤0.01%
10,566
+151
1039
$158K ﹤0.01%
2,716
1040
$158K ﹤0.01%
13,918
+13,019
1041
$158K ﹤0.01%
481
+129
1042
$157K ﹤0.01%
3,302
-25
1043
$156K ﹤0.01%
13,831
1044
$156K ﹤0.01%
4,927
+9
1045
$156K ﹤0.01%
1,840
-501
1046
$155K ﹤0.01%
3,223
+1,083
1047
$155K ﹤0.01%
5,872
+1,304
1048
$155K ﹤0.01%
3,071
-341
1049
$155K ﹤0.01%
3,565
-4,274
1050
$155K ﹤0.01%
1,240
+21
40 41
42
43 44