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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.4M
3
+$11.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.6%
2 Materials 5.35%
3 Financials 4.52%
4 Technology 4.5%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
+46
552
$6K ﹤0.01%
+255
553
$6K ﹤0.01%
+49
554
$6K ﹤0.01%
+88
555
$6K ﹤0.01%
+6
556
$6K ﹤0.01%
+237
557
$6K ﹤0.01%
+40
558
$6K ﹤0.01%
+69
559
$6K ﹤0.01%
+243
560
$6K ﹤0.01%
+924
561
$6K ﹤0.01%
+61
562
$6K ﹤0.01%
+263
563
$6K ﹤0.01%
+53
564
$6K ﹤0.01%
+218
565
$6K ﹤0.01%
+70
566
$6K ﹤0.01%
+58
567
$6K ﹤0.01%
+602
568
$6K ﹤0.01%
+68
569
$5K ﹤0.01%
+88
570
$5K ﹤0.01%
+66
571
$5K ﹤0.01%
+16
572
$5K ﹤0.01%
+131
573
$5K ﹤0.01%
+50
574
$5K ﹤0.01%
+114
575
$5K ﹤0.01%
+288
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