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
1251
$102K ﹤0.01%
872
-164
1252
$102K ﹤0.01%
4,036
+890
1253
$102K ﹤0.01%
614
+1
1254
$102K ﹤0.01%
349
+135
1255
$101K ﹤0.01%
1,373
-15
1256
$101K ﹤0.01%
2,200
1257
$101K ﹤0.01%
4,614
-239
1258
$100K ﹤0.01%
6,985
+1,864
1259
$100K ﹤0.01%
466
+81
1260
$100K ﹤0.01%
1,472
-893
1261
$100K ﹤0.01%
657
+367
1262
$100K ﹤0.01%
4,468
-159
1263
$100K ﹤0.01%
823
-3
1264
$99.7K ﹤0.01%
3,665
-160
1265
$99.6K ﹤0.01%
701
-147
1266
$99.4K ﹤0.01%
524
-32
1267
$99.4K ﹤0.01%
2,949
+201
1268
$99.1K ﹤0.01%
7,700
-3,522
1269
$99K ﹤0.01%
2,726
-238
1270
$98.8K ﹤0.01%
8,360
+823
1271
$98.8K ﹤0.01%
981
+32
1272
$98.7K ﹤0.01%
4,458
-1,300
1273
$98.4K ﹤0.01%
1,915
+391
1274
$98.2K ﹤0.01%
6,400
1275
$98K ﹤0.01%
34,027
+10,268
49 50
51
52 53