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

Top Sells

1
+$7.5M
2
+$2.23M
3
+$2.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$987K

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
351
$16K 0.01%
170
+6
352
$16K 0.01%
401
+18
353
$16K 0.01%
404
+114
354
$16K 0.01%
1,000
355
$16K 0.01%
1,349
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356
$16K 0.01%
905
+196
357
$16K 0.01%
1,262
+650
358
$15K 0.01%
190
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359
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348
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360
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361
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15
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362
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363
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43
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364
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480
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365
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413
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366
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306
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367
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373
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153
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$15K 0.01%
720
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375
$14K 0.01%
167
+6
13 14
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16 17