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
176
$3.79M 0.09%
12,773
+846
177
$3.74M 0.08%
16,922
-115
178
$3.72M 0.08%
163,450
+20,485
179
$3.72M 0.08%
118,372
+2,591
180
$3.7M 0.08%
96,316
+43,757
181
$3.69M 0.08%
6,446
+350
182
$3.66M 0.08%
10,096
+791
183
$3.46M 0.08%
7,123
-243
184
$3.43M 0.08%
27,709
-1,079
185
$3.42M 0.08%
37,040
-2,258
186
$3.42M 0.08%
7,032
-8
187
$3.4M 0.08%
12,084
-963
188
$3.39M 0.08%
15,972
-813
189
$3.31M 0.07%
8,659
+880
190
$3.28M 0.07%
66,332
-3,449
191
$3.27M 0.07%
95,771
+5,039
192
$3.17M 0.07%
209,364
-14,468
193
$3.1M 0.07%
10,724
194
$3.09M 0.07%
59,799
+831
195
$3.05M 0.07%
33,405
+843
196
$3.02M 0.07%
27,920
-4,011
197
$3.02M 0.07%
4,741
+1,606
198
$3.01M 0.07%
118,375
+113,857
199
$3M 0.07%
95,587
-5,698
200
$2.98M 0.07%
30,084
-468
6 7
8
9 10