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
2026
$24.3K ﹤0.01%
235
+145
2027
$24.3K ﹤0.01%
2,008
+415
2028
$24.2K ﹤0.01%
1,036
+46
2029
$24.2K ﹤0.01%
475
+422
2030
$24.2K ﹤0.01%
1,956
2031
$24K ﹤0.01%
27,326
2032
$24K ﹤0.01%
310
+297
2033
$24K ﹤0.01%
61
-30
2034
$24K ﹤0.01%
5,058
-393
2035
$23.9K ﹤0.01%
+1,114
2036
$23.9K ﹤0.01%
652
+13
2037
$23.8K ﹤0.01%
1,235
2038
$23.8K ﹤0.01%
759
2039
$23.7K ﹤0.01%
179
+1
2040
$23.7K ﹤0.01%
950
-90
2041
$23.7K ﹤0.01%
476
+79
2042
$23.6K ﹤0.01%
190
+3
2043
$23.6K ﹤0.01%
605
-98
2044
$23.6K ﹤0.01%
355
+25
2045
$23.6K ﹤0.01%
1,462
2046
$23.5K ﹤0.01%
142
+77
2047
$23.5K ﹤0.01%
737
-1,142
2048
$23.4K ﹤0.01%
3,521
+2,004
2049
$23.4K ﹤0.01%
1,483
-334
2050
$23.4K ﹤0.01%
431