AIA

Alera Investment Advisors Portfolio holdings

AUM $851M
1-Year Est. Return 29.76%
This Quarter Est. Return
1 Year Est. Return
+29.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,440
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$18.3M
3 +$3.52M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.14M

Sector Composition

1 Technology 3.71%
2 Financials 3.41%
3 Healthcare 2.68%
4 Consumer Discretionary 2.11%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$24K 0.01%
12,108
+223
252
$24K 0.01%
189
+69
253
$24K 0.01%
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254
$24K 0.01%
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$24K 0.01%
99
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$24K 0.01%
594
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257
$24K 0.01%
1,195
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258
$23K 0.01%
530
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259
$23K 0.01%
288
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260
$23K 0.01%
309
261
$23K 0.01%
568
-227
262
$23K 0.01%
280
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263
$23K 0.01%
251
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264
$23K 0.01%
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$23K 0.01%
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$23K 0.01%
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$22K 0.01%
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$22K 0.01%
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$22K 0.01%
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271
$22K 0.01%
525
272
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120
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$22K 0.01%
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$22K 0.01%
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275
$22K 0.01%
1,741
-196