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
1126
$131K ﹤0.01%
272
+8
1127
$131K ﹤0.01%
1,706
-421
1128
$131K ﹤0.01%
4,000
1129
$131K ﹤0.01%
9,821
-2,647
1130
$131K ﹤0.01%
6,106
+27
1131
$131K ﹤0.01%
2,166
1132
$130K ﹤0.01%
397
-52
1133
$130K ﹤0.01%
948
-1,174
1134
$130K ﹤0.01%
13,235
1135
$129K ﹤0.01%
3,097
+29
1136
$129K ﹤0.01%
3,579
+99
1137
$128K ﹤0.01%
7,010
+31
1138
$128K ﹤0.01%
1,965
-389
1139
$128K ﹤0.01%
3,564
-43
1140
$128K ﹤0.01%
887
+46
1141
$127K ﹤0.01%
1,977
1142
$127K ﹤0.01%
2,721
+211
1143
$126K ﹤0.01%
3,142
1144
$126K ﹤0.01%
12,131
-5,065
1145
$125K ﹤0.01%
269
+54
1146
$125K ﹤0.01%
600
-78
1147
$125K ﹤0.01%
2,107
-6
1148
$125K ﹤0.01%
8,650
+110
1149
$125K ﹤0.01%
368
+35
1150
$125K ﹤0.01%
717
+46
44 45
46
47 48