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
1076
$146K ﹤0.01%
1,257
+43
1077
$145K ﹤0.01%
9,288
-32
1078
$145K ﹤0.01%
1,778
+744
1079
$145K ﹤0.01%
1,429
-278
1080
$145K ﹤0.01%
2,452
+662
1081
$145K ﹤0.01%
5,172
+167
1082
$143K ﹤0.01%
1,268
-632
1083
$143K ﹤0.01%
1,860
+1,660
1084
$143K ﹤0.01%
926
+26
1085
$143K ﹤0.01%
580
-16
1086
$143K ﹤0.01%
3,740
-19
1087
$143K ﹤0.01%
2,521
+810
1088
$143K ﹤0.01%
7,030
+1,898
1089
$142K ﹤0.01%
+3,160
1090
$142K ﹤0.01%
1,266
+158
1091
$142K ﹤0.01%
6,848
+1,053
1092
$142K ﹤0.01%
991
+389
1093
$141K ﹤0.01%
3,844
-64
1094
$141K ﹤0.01%
8,328
+93
1095
$141K ﹤0.01%
890
+6
1096
$141K ﹤0.01%
2,735
1097
$140K ﹤0.01%
1,176
+3
1098
$139K ﹤0.01%
2,090
-232
1099
$139K ﹤0.01%
1,776
-16
1100
$139K ﹤0.01%
5,919
+1,899
42 43
44
45 46