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
2351
$11.2K ﹤0.01%
+477
2352
$11.2K ﹤0.01%
459
2353
$11.2K ﹤0.01%
223
-25
2354
$11.2K ﹤0.01%
3,294
2355
$11.1K ﹤0.01%
993
-168
2356
$11.1K ﹤0.01%
275
2357
$11.1K ﹤0.01%
6,910
2358
$11.1K ﹤0.01%
300
2359
$11.1K ﹤0.01%
298
-250
2360
$11.1K ﹤0.01%
686
-30
2361
$11K ﹤0.01%
1,298
2362
$11K ﹤0.01%
400
+375
2363
$11K ﹤0.01%
1,000
2364
$11K ﹤0.01%
401
-297
2365
$11K ﹤0.01%
342
2366
$11K ﹤0.01%
554
-91
2367
$10.9K ﹤0.01%
+3,726
2368
$10.9K ﹤0.01%
105
2369
$10.9K ﹤0.01%
137
+82
2370
$10.9K ﹤0.01%
1,563
+335
2371
$10.8K ﹤0.01%
1,574
-38
2372
$10.8K ﹤0.01%
585
-33
2373
$10.8K ﹤0.01%
1,027
+397
2374
$10.8K ﹤0.01%
374
-398
2375
$10.7K ﹤0.01%
442
+224
93 94
95
96 97