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
$303M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.94M
3
+$2.66M
4
ARKK icon
ARK Innovation ETF
ARKK
+$871K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$662K

Top Sells

1
+$5.5M
2
+$1.2M
3
+$461K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$384K
5
VUG icon
Vanguard Growth ETF
VUG
+$259K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 1.26%
3 Healthcare 1.07%
4 Financials 1.05%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.15%
4,235
+492
52
$454K 0.15%
2,195
53
$441K 0.15%
2,362
-343
54
$426K 0.14%
3,558
55
$409K 0.13%
20,933
-579
56
$403K 0.13%
3,714
-150
57
$395K 0.13%
4,789
-31
58
$395K 0.13%
13,727
59
$393K 0.13%
1,543
60
$388K 0.13%
14,067
+1,187
61
$370K 0.12%
3,383
-181
62
$354K 0.12%
2,156
+82
63
$349K 0.12%
6,351
+1,000
64
$329K 0.11%
828
65
$325K 0.11%
1,272
66
$325K 0.11%
5,425
67
$319K 0.11%
10,530
+1,087
68
$316K 0.1%
1,035
+124
69
$310K 0.1%
3,000
70
$308K 0.1%
9,822
+372
71
$304K 0.1%
2,289
+58
72
$304K 0.1%
2,355
+124
73
$292K 0.1%
9,605
+914
74
$291K 0.1%
1,216
-77
75
$289K 0.1%
2,369
-8
1 2
3
4