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
701
$4K ﹤0.01%
1,068
-3,831
702
$3K ﹤0.01%
61
703
$3K ﹤0.01%
267
704
$3K ﹤0.01%
48
+34
705
$3K ﹤0.01%
224
-102
706
$3K ﹤0.01%
19
-6
707
$3K ﹤0.01%
784
+22
708
$3K ﹤0.01%
55
-51
709
$3K ﹤0.01%
+31
710
$3K ﹤0.01%
68
711
$3K ﹤0.01%
38
712
$3K ﹤0.01%
137
713
$3K ﹤0.01%
+313
714
$3K ﹤0.01%
+753
715
$3K ﹤0.01%
28
-31
716
$3K ﹤0.01%
+166
717
$3K ﹤0.01%
126
+47
718
$3K ﹤0.01%
47
719
$3K ﹤0.01%
+32
720
$3K ﹤0.01%
21
+9
721
$3K ﹤0.01%
100
722
$3K ﹤0.01%
55
+15
723
$3K ﹤0.01%
27
-22
724
$3K ﹤0.01%
100
725
$3K ﹤0.01%
38
+13
27 28
29
30 31