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
1051
$154K ﹤0.01%
5,539
+3
1052
$154K ﹤0.01%
4,151
+766
1053
$154K ﹤0.01%
447
+129
1054
$153K ﹤0.01%
20,302
+110
1055
$153K ﹤0.01%
679
-6
1056
$153K ﹤0.01%
3,959
+16
1057
$153K ﹤0.01%
9,496
+447
1058
$153K ﹤0.01%
1,537
+736
1059
$152K ﹤0.01%
3,383
-357
1060
$152K ﹤0.01%
1,973
+19
1061
$151K ﹤0.01%
1,446
-24
1062
$151K ﹤0.01%
359
+41
1063
$151K ﹤0.01%
7,488
1064
$150K ﹤0.01%
591
+85
1065
$150K ﹤0.01%
4,730
+1,607
1066
$149K ﹤0.01%
585
+7
1067
$149K ﹤0.01%
5,243
1068
$149K ﹤0.01%
14,774
+4,696
1069
$148K ﹤0.01%
1,672
+274
1070
$148K ﹤0.01%
2,266
+1,961
1071
$148K ﹤0.01%
25,546
+951
1072
$148K ﹤0.01%
1,493
-173
1073
$147K ﹤0.01%
14,712
1074
$146K ﹤0.01%
8,844
-1,123
1075
$146K ﹤0.01%
5,998
41 42
43
44 45