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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
651
$5K ﹤0.01%
54
652
$5K ﹤0.01%
42
+30
653
$5K ﹤0.01%
148
+11
654
$5K ﹤0.01%
42
+31
655
$5K ﹤0.01%
+253
656
$5K ﹤0.01%
116
+67
657
$5K ﹤0.01%
100
+48
658
$5K ﹤0.01%
120
-59
659
$5K ﹤0.01%
54
+15
660
$5K ﹤0.01%
175
661
$5K ﹤0.01%
86
+79
662
$5K ﹤0.01%
221
663
$5K ﹤0.01%
55
664
$5K ﹤0.01%
331
665
$5K ﹤0.01%
100
666
$4K ﹤0.01%
+400
667
$4K ﹤0.01%
+4
668
$4K ﹤0.01%
54
669
$4K ﹤0.01%
61
-82
670
$4K ﹤0.01%
115
-13
671
$4K ﹤0.01%
135
-354
672
$4K ﹤0.01%
106
+48
673
$4K ﹤0.01%
+103
674
$4K ﹤0.01%
312
+155
675
$4K ﹤0.01%
9
-22
25 26
27
28 29