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
2101
$21.2K ﹤0.01%
670
-128
2102
$21.1K ﹤0.01%
1,061
+177
2103
$21.1K ﹤0.01%
222
2104
$21.1K ﹤0.01%
423
2105
$21K ﹤0.01%
1,271
2106
$20.9K ﹤0.01%
680
2107
$20.9K ﹤0.01%
283
+221
2108
$20.9K ﹤0.01%
575
+1
2109
$20.9K ﹤0.01%
86
+6
2110
$20.9K ﹤0.01%
1,778
+260
2111
$20.8K ﹤0.01%
2,570
+114
2112
$20.8K ﹤0.01%
350
2113
$20.7K ﹤0.01%
88
+5
2114
$20.7K ﹤0.01%
221
-141
2115
$20.6K ﹤0.01%
1,763
+150
2116
$20.5K ﹤0.01%
605
2117
$20.5K ﹤0.01%
1,185
-93
2118
$20.4K ﹤0.01%
5,346
+3,372
2119
$20.4K ﹤0.01%
895
+156
2120
$20.2K ﹤0.01%
351
+197
2121
$20.1K ﹤0.01%
288
+145
2122
$20.1K ﹤0.01%
750
+124
2123
$20.1K ﹤0.01%
1,033
2124
$20K ﹤0.01%
502
-930
2125
$20K ﹤0.01%
1,029
-61
83 84
85
86 87