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
1326
$89.2K ﹤0.01%
6,352
+2,763
1327
$89K ﹤0.01%
7,242
+28
1328
$88.6K ﹤0.01%
5,560
+2,473
1329
$88.6K ﹤0.01%
525
+1
1330
$88.3K ﹤0.01%
1,044
+24
1331
$88.2K ﹤0.01%
2,609
-519
1332
$88.2K ﹤0.01%
5,690
+1,476
1333
$88K ﹤0.01%
1,282
-822
1334
$88K ﹤0.01%
6,030
-303
1335
$87.9K ﹤0.01%
1,605
+3
1336
$87.9K ﹤0.01%
2,843
+1,958
1337
$87.6K ﹤0.01%
570
1338
$87.5K ﹤0.01%
237
+24
1339
$87.2K ﹤0.01%
1,657
+684
1340
$86.7K ﹤0.01%
4,789
+70
1341
$86.7K ﹤0.01%
2,075
+159
1342
$86.7K ﹤0.01%
2,727
+352
1343
$86.1K ﹤0.01%
287
+92
1344
$85.8K ﹤0.01%
1,272
+15
1345
$85.8K ﹤0.01%
2,964
+369
1346
$85.7K ﹤0.01%
3,529
-709
1347
$85.6K ﹤0.01%
1,010
+806
1348
$85.5K ﹤0.01%
4,987
+520
1349
$85.2K ﹤0.01%
18,683
+12,352
1350
$85.2K ﹤0.01%
1,627
+4
52 53
54
55 56