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
626
$5K ﹤0.01%
86
+79
627
$5K ﹤0.01%
221
628
$5K ﹤0.01%
315
+65
629
$5K ﹤0.01%
360
-292
630
$5K ﹤0.01%
+252
631
$5K ﹤0.01%
+44
632
$5K ﹤0.01%
315
633
$5K ﹤0.01%
143
-353
634
$5K ﹤0.01%
87
-46
635
$5K ﹤0.01%
1,654
-1,321
636
$5K ﹤0.01%
239
637
$5K ﹤0.01%
23
+7
638
$5K ﹤0.01%
259
+147
639
$5K ﹤0.01%
29
-10
640
$5K ﹤0.01%
127
-4
641
$5K ﹤0.01%
254
-34
642
$5K ﹤0.01%
131
+76
643
$5K ﹤0.01%
55
644
$5K ﹤0.01%
331
645
$5K ﹤0.01%
28
+7
646
$5K ﹤0.01%
83
+46
647
$5K ﹤0.01%
100
648
$5K ﹤0.01%
+197
649
$5K ﹤0.01%
32
+24
650
$5K ﹤0.01%
122
+24
24 25
26
27 28