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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
726
$3K ﹤0.01%
110
-37
727
$3K ﹤0.01%
554
-390
728
$3K ﹤0.01%
125
+83
729
$3K ﹤0.01%
+36
730
$3K ﹤0.01%
128
+6
731
$3K ﹤0.01%
+33
732
$3K ﹤0.01%
+85
733
$3K ﹤0.01%
73
+17
734
$3K ﹤0.01%
173
735
$3K ﹤0.01%
177
-396
736
$3K ﹤0.01%
95
+66
737
$3K ﹤0.01%
+113
738
$3K ﹤0.01%
31
739
$3K ﹤0.01%
92
+39
740
$3K ﹤0.01%
23
741
$3K ﹤0.01%
121
-448
742
$3K ﹤0.01%
40
-48
743
$3K ﹤0.01%
46
+4
744
$3K ﹤0.01%
33
+15
745
$3K ﹤0.01%
42
+17
746
$3K ﹤0.01%
112
747
$3K ﹤0.01%
224
+203
748
$3K ﹤0.01%
+500
749
$3K ﹤0.01%
+32
750
$3K ﹤0.01%
79
+57
28 29
30
31 32