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
551
$7K ﹤0.01%
151
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552
$7K ﹤0.01%
192
+162
553
$7K ﹤0.01%
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+25
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246
+9
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$7K ﹤0.01%
+464
561
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-25
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$7K ﹤0.01%
62
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$7K ﹤0.01%
49
+21
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$7K ﹤0.01%
28
+17
565
$7K ﹤0.01%
194
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566
$7K ﹤0.01%
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567
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42
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568
$7K ﹤0.01%
26
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569
$7K ﹤0.01%
131
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570
$7K ﹤0.01%
49
-9
571
$7K ﹤0.01%
194
572
$7K ﹤0.01%
491
-231
573
$7K ﹤0.01%
30
+9
574
$6K ﹤0.01%
108
+19
575
$6K ﹤0.01%
121
-157
21 22
23
24 25