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
1176
$118K ﹤0.01%
3,509
-42
1177
$118K ﹤0.01%
+2,000
1178
$117K ﹤0.01%
3,000
1179
$117K ﹤0.01%
2,500
1180
$117K ﹤0.01%
1,059
+22
1181
$117K ﹤0.01%
7,378
1182
$117K ﹤0.01%
1,232
+723
1183
$116K ﹤0.01%
1,840
1184
$116K ﹤0.01%
3,505
+1,241
1185
$116K ﹤0.01%
992
-499
1186
$116K ﹤0.01%
4,834
+1,330
1187
$116K ﹤0.01%
2,180
1188
$116K ﹤0.01%
+5,699
1189
$116K ﹤0.01%
2,498
+29
1190
$116K ﹤0.01%
3,957
+265
1191
$115K ﹤0.01%
1,248
-40
1192
$115K ﹤0.01%
42,215
-7,686
1193
$114K ﹤0.01%
1,250
-133
1194
$114K ﹤0.01%
2,032
+1,559
1195
$114K ﹤0.01%
1,129
+975
1196
$113K ﹤0.01%
7,131
+1,383
1197
$113K ﹤0.01%
1,184
+24
1198
$113K ﹤0.01%
3,603
-551
1199
$113K ﹤0.01%
7,334
-237
1200
$113K ﹤0.01%
2,004
+730
46 47
48
49 50