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
1576
$54.3K ﹤0.01%
498
+45
1577
$54.2K ﹤0.01%
696
+9
1578
$54.2K ﹤0.01%
452
+45
1579
$54.2K ﹤0.01%
1,818
+27
1580
$54K ﹤0.01%
1,676
1581
$54K ﹤0.01%
1,177
+583
1582
$54K ﹤0.01%
1,447
+16
1583
$53.7K ﹤0.01%
756
+13
1584
$53.7K ﹤0.01%
2,735
+189
1585
$53.4K ﹤0.01%
1,019
+314
1586
$53.2K ﹤0.01%
771
-1
1587
$53.2K ﹤0.01%
922
+535
1588
$53.2K ﹤0.01%
4,048
+410
1589
$53.1K ﹤0.01%
2,206
-485
1590
$53K ﹤0.01%
223
+19
1591
$52.8K ﹤0.01%
1,190
+47
1592
$52.8K ﹤0.01%
998
+172
1593
$52.5K ﹤0.01%
2,303
-1,072
1594
$52.5K ﹤0.01%
500
+272
1595
$52.4K ﹤0.01%
43
1596
$52.4K ﹤0.01%
390
-2
1597
$52.2K ﹤0.01%
450
+65
1598
$52.1K ﹤0.01%
+2,250
1599
$52K ﹤0.01%
474
+257
1600
$51.8K ﹤0.01%
825
+15
62 63
64
65 66