PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
101
$7.23M 0.16%
84,658
+2,436
102
$7.2M 0.16%
36,476
+519
103
$7.12M 0.16%
38,476
+580
104
$6.89M 0.16%
58,636
+159
105
$6.78M 0.15%
+67,253
106
$6.78M 0.15%
115,045
+1,987
107
$6.62M 0.15%
52,677
+363
108
$6.61M 0.15%
51,282
-1,377
109
$6.6M 0.15%
356,948
-3,856
110
$6.57M 0.15%
82,126
-1,531
111
$6.49M 0.15%
29,529
-4
112
$6.33M 0.14%
57,526
-5,073
113
$6.2M 0.14%
58,712
-3,988
114
$6.06M 0.14%
102,425
+2,298
115
$6.03M 0.14%
37,017
-766
116
$5.96M 0.13%
257,214
+23,598
117
$5.94M 0.13%
46,561
-1,507
118
$5.9M 0.13%
246,215
+49,663
119
$5.88M 0.13%
236,278
+45,795
120
$5.88M 0.13%
244,322
+47,881
121
$5.86M 0.13%
58,925
-753
122
$5.82M 0.13%
96,491
+6,841
123
$5.8M 0.13%
5,470
+388
124
$5.8M 0.13%
54,395
-3,088
125
$5.78M 0.13%
76,332
-10,828
3 4
5
6 7