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
1151
$124K ﹤0.01%
2,570
-710
1152
$124K ﹤0.01%
3,935
1153
$124K ﹤0.01%
2,252
-329
1154
$124K ﹤0.01%
1,074
-1,448
1155
$124K ﹤0.01%
3,714
1156
$123K ﹤0.01%
5,307
+110
1157
$123K ﹤0.01%
5,000
+930
1158
$122K ﹤0.01%
1,183
+9
1159
$122K ﹤0.01%
578
-23
1160
$122K ﹤0.01%
3,513
+505
1161
$121K ﹤0.01%
1,405
-231
1162
$121K ﹤0.01%
982
+235
1163
$121K ﹤0.01%
11,883
+555
1164
$121K ﹤0.01%
2,277
+355
1165
$121K ﹤0.01%
20,501
+3,243
1166
$120K ﹤0.01%
1,599
+1,126
1167
$120K ﹤0.01%
8,881
-387
1168
$120K ﹤0.01%
3,957
+1,707
1169
$119K ﹤0.01%
5,079
+199
1170
$119K ﹤0.01%
1,130
-76
1171
$119K ﹤0.01%
1,604
+55
1172
$119K ﹤0.01%
899
+149
1173
$119K ﹤0.01%
3,189
+662
1174
$119K ﹤0.01%
1,415
+29
1175
$118K ﹤0.01%
9,300
45 46
47
48 49