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
1826
$35.5K ﹤0.01%
2,999
-3,622
1827
$35.4K ﹤0.01%
1,844
-1,222
1828
$35.4K ﹤0.01%
384
-179
1829
$35.4K ﹤0.01%
2,265
+916
1830
$35.3K ﹤0.01%
1,523
+1,271
1831
$35.3K ﹤0.01%
182
+26
1832
$35.2K ﹤0.01%
1,777
-1,174
1833
$35.2K ﹤0.01%
286
-109
1834
$35.1K ﹤0.01%
2,406
1835
$35.1K ﹤0.01%
1,460
+1,256
1836
$35K ﹤0.01%
5,158
-601
1837
$35K ﹤0.01%
1,266
-309
1838
$35K ﹤0.01%
354
+57
1839
$35K ﹤0.01%
1,575
-1,041
1840
$34.9K ﹤0.01%
140
+11
1841
$34.9K ﹤0.01%
1,266
-29
1842
$34.9K ﹤0.01%
799
+70
1843
$34.9K ﹤0.01%
1,500
-360
1844
$34.8K ﹤0.01%
1,474
-972
1845
$34.8K ﹤0.01%
782
+468
1846
$34.7K ﹤0.01%
1,399
-925
1847
$34.7K ﹤0.01%
255
+139
1848
$34.6K ﹤0.01%
1,190
-187
1849
$34.6K ﹤0.01%
2,268
+1,292
1850
$34.5K ﹤0.01%
1,124
+663
72 73
74
75 76