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
$434M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.55M
3
+$559K
4
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$557K
5
NEE icon
NextEra Energy
NEE
+$531K

Top Sells

1
+$5.99M
2
+$4.09M
3
+$1.65M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$889K

Sector Composition

1 Technology 5.42%
2 Healthcare 3.3%
3 Financials 2.94%
4 Industrials 1.83%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$930K 0.21%
17,785
+506
52
$903K 0.21%
15,172
-7,903
53
$890K 0.2%
2,503
+238
54
$849K 0.2%
9,670
+1,394
55
$849K 0.2%
1,708
+19
56
$841K 0.19%
38,959
+12,741
57
$834K 0.19%
15,730
+170
58
$833K 0.19%
5,107
+52
59
$833K 0.19%
21,971
+890
60
$829K 0.19%
7,970
+319
61
$822K 0.19%
4,302
-14
62
$821K 0.19%
5,521
-503
63
$803K 0.18%
1,434
+16
64
$789K 0.18%
4,126
+59
65
$789K 0.18%
3,896
+43
66
$781K 0.18%
4,199
+45
67
$780K 0.18%
7,330
-524
68
$780K 0.18%
2,190
+5
69
$775K 0.18%
24,092
+978
70
$756K 0.17%
5,437
+64
71
$743K 0.17%
11,900
72
$721K 0.17%
7,343
+93
73
$719K 0.17%
2,328
+28
74
$714K 0.16%
3,917
-58
75
$709K 0.16%
3,098
+44
1 2
3
4 5