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
1226
$106K ﹤0.01%
1,068
-202
1227
$106K ﹤0.01%
+3,301
1228
$106K ﹤0.01%
2,951
-345
1229
$106K ﹤0.01%
1,169
-3,249
1230
$106K ﹤0.01%
1,531
+130
1231
$106K ﹤0.01%
2,419
+184
1232
$105K ﹤0.01%
1,300
1233
$105K ﹤0.01%
11,357
+1,548
1234
$105K ﹤0.01%
835
+40
1235
$105K ﹤0.01%
2,785
+89
1236
$105K ﹤0.01%
4,108
-191
1237
$105K ﹤0.01%
2,175
1238
$105K ﹤0.01%
2,590
-1,842
1239
$105K ﹤0.01%
3,416
+467
1240
$104K ﹤0.01%
4,044
+1,880
1241
$104K ﹤0.01%
495
-117
1242
$104K ﹤0.01%
2,149
-369
1243
$103K ﹤0.01%
2,702
+1,068
1244
$103K ﹤0.01%
1,000
1245
$103K ﹤0.01%
18,260
-2,867
1246
$103K ﹤0.01%
23,225
+3,322
1247
$103K ﹤0.01%
3,240
1248
$103K ﹤0.01%
478
+16
1249
$102K ﹤0.01%
3,752
+140
1250
$102K ﹤0.01%
2,384
+2,080
48 49
50
51 52