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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
776
$3K ﹤0.01%
42
777
$3K ﹤0.01%
135
+65
778
$3K ﹤0.01%
61
779
$3K ﹤0.01%
163
+31
780
$2K ﹤0.01%
+15
781
$2K ﹤0.01%
+24
782
$2K ﹤0.01%
45
+28
783
$2K ﹤0.01%
+12
784
$2K ﹤0.01%
+115
785
$2K ﹤0.01%
15
786
$2K ﹤0.01%
155
+74
787
$2K ﹤0.01%
+119
788
$2K ﹤0.01%
40
+25
789
$2K ﹤0.01%
69
790
$2K ﹤0.01%
348
+226
791
$2K ﹤0.01%
+91
792
$2K ﹤0.01%
+427
793
$2K ﹤0.01%
64
794
$2K ﹤0.01%
41
+6
795
$2K ﹤0.01%
+59
796
$2K ﹤0.01%
+86
797
$2K ﹤0.01%
52
+34
798
$2K ﹤0.01%
+150
799
$2K ﹤0.01%
+52
800
$2K ﹤0.01%
152
30 31
32
33 34