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

Top Buys

1
+$18.8M
2
+$13.4M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.6%
2 Materials 5.34%
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
626
$4K ﹤0.01%
+33
627
$4K ﹤0.01%
+239
628
$4K ﹤0.01%
+85
629
$4K ﹤0.01%
+239
630
$4K ﹤0.01%
+113
631
$4K ﹤0.01%
+55
632
$4K ﹤0.01%
+331
633
$4K ﹤0.01%
+321
634
$4K ﹤0.01%
+37
635
$4K ﹤0.01%
+53
636
$4K ﹤0.01%
+98
637
$4K ﹤0.01%
+317
638
$4K ﹤0.01%
+162
639
$4K ﹤0.01%
+252
640
$4K ﹤0.01%
+172
641
$4K ﹤0.01%
+163
642
$4K ﹤0.01%
+37
643
$4K ﹤0.01%
+94
644
$4K ﹤0.01%
+54
645
$4K ﹤0.01%
+28
646
$4K ﹤0.01%
+213
647
$4K ﹤0.01%
+40
648
$4K ﹤0.01%
+25
649
$4K ﹤0.01%
+240
650
$4K ﹤0.01%
+227
24 25
26
27 28