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
1726
$42K ﹤0.01%
2,436
1727
$41.8K ﹤0.01%
1,611
+618
1728
$41.8K ﹤0.01%
516
1729
$41.8K ﹤0.01%
432
+29
1730
$41.7K ﹤0.01%
1,261
1731
$41.7K ﹤0.01%
1,153
-979
1732
$41.7K ﹤0.01%
350
1733
$41.7K ﹤0.01%
881
+658
1734
$41.6K ﹤0.01%
645
-5
1735
$41.6K ﹤0.01%
740
-26
1736
$41.3K ﹤0.01%
2,066
+218
1737
$41.1K ﹤0.01%
202
+11
1738
$40.8K ﹤0.01%
1,000
-1,000
1739
$40.7K ﹤0.01%
1,232
+41
1740
$40.6K ﹤0.01%
1,774
+352
1741
$40.6K ﹤0.01%
2,186
+1,219
1742
$40.4K ﹤0.01%
216
1743
$40.4K ﹤0.01%
117
+9
1744
$40.3K ﹤0.01%
+860
1745
$40.3K ﹤0.01%
4,238
-8,109
1746
$40.2K ﹤0.01%
800
+625
1747
$40.1K ﹤0.01%
985
-317
1748
$40.1K ﹤0.01%
306
+75
1749
$40.1K ﹤0.01%
4,304
+84
1750
$40K ﹤0.01%
1,000
68 69
70
71 72