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
1351
$84.5K ﹤0.01%
2,316
+114
1352
$84.4K ﹤0.01%
694
-38
1353
$83.7K ﹤0.01%
6,217
+173
1354
$83.5K ﹤0.01%
571
-70
1355
$83.1K ﹤0.01%
1,100
1356
$83.1K ﹤0.01%
1,188
-93
1357
$82.9K ﹤0.01%
6,422
-4,371
1358
$82.7K ﹤0.01%
441
1359
$82.6K ﹤0.01%
3,650
+995
1360
$82.2K ﹤0.01%
954
+130
1361
$82.2K ﹤0.01%
1,027
-7
1362
$82K ﹤0.01%
11,582
-152
1363
$81.8K ﹤0.01%
1,016
+439
1364
$81.8K ﹤0.01%
3,216
+871
1365
$81.7K ﹤0.01%
230
+22
1366
$80.8K ﹤0.01%
871
+38
1367
$80.7K ﹤0.01%
5,737
+1,612
1368
$80.5K ﹤0.01%
1,671
1369
$80.4K ﹤0.01%
1,493
-133
1370
$80.2K ﹤0.01%
2,348
-2,582
1371
$80.1K ﹤0.01%
5,160
1372
$79.9K ﹤0.01%
1,829
+940
1373
$79.8K ﹤0.01%
+3,155
1374
$79.7K ﹤0.01%
1,667
-15
1375
$79.6K ﹤0.01%
2,891
-15
53 54
55
56 57