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
751
$3K ﹤0.01%
224
+203
752
$3K ﹤0.01%
+500
753
$3K ﹤0.01%
+32
754
$3K ﹤0.01%
79
+57
755
$3K ﹤0.01%
+35
756
$3K ﹤0.01%
+56
757
$3K ﹤0.01%
42
758
$3K ﹤0.01%
135
+65
759
$3K ﹤0.01%
93
-338
760
$3K ﹤0.01%
47
761
$3K ﹤0.01%
27
-70
762
$3K ﹤0.01%
68
763
$3K ﹤0.01%
+161
764
$3K ﹤0.01%
64
-32
765
$3K ﹤0.01%
66
+10
766
$3K ﹤0.01%
111
+35
767
$3K ﹤0.01%
51
+33
768
$3K ﹤0.01%
26
+18
769
$3K ﹤0.01%
+19
770
$3K ﹤0.01%
46
-46
771
$3K ﹤0.01%
61
772
$3K ﹤0.01%
43
+25
773
$3K ﹤0.01%
+88
774
$3K ﹤0.01%
+33
775
$3K ﹤0.01%
124
29 30
31
32 33