We are live on ! Find out more
AIA

Alera Investment Advisors Portfolio holdings

AUM $851M
1-Year Est. Return 29.76%
This Fund
S&P 500
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
+$19.7M
2
+$17.9M
3
+$3.44M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.26M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.1M

Top Sells

1
+$7.56M
2
+$2.26M
3
+$2.03M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.74M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$977K

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
426
$12K 0.01%
87
-54,354
427
$12K 0.01%
59
-64
428
$12K 0.01%
186
429
$12K 0.01%
410
+371
430
$12K 0.01%
645
+259
431
$12K 0.01%
242
+40
432
$12K 0.01%
1,095
-26
433
$12K 0.01%
130
+67
434
$11K 0.01%
227
435
$11K 0.01%
217
+76
436
$11K 0.01%
38
+6
437
$11K 0.01%
622
+149
438
$11K 0.01%
390
-374
439
$11K 0.01%
302
+56
440
$11K 0.01%
74
441
$11K 0.01%
73
+21
442
$11K 0.01%
357
+57
443
$11K 0.01%
398
-234
444
$11K 0.01%
54
445
$11K 0.01%
257
+50
446
$11K 0.01%
490
447
$11K 0.01%
+615
448
$11K 0.01%
1,340
-610
449
$11K 0.01%
351
+44
450
$11K 0.01%
251
+173
16 17
18
19 20