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
826
$2K ﹤0.01%
25
-90
827
$2K ﹤0.01%
10
+1
828
$2K ﹤0.01%
113
+28
829
$2K ﹤0.01%
+13
830
$2K ﹤0.01%
33
-55
831
$2K ﹤0.01%
+97
832
$2K ﹤0.01%
+27
833
$2K ﹤0.01%
27
834
$2K ﹤0.01%
+15
835
$2K ﹤0.01%
+41
836
$2K ﹤0.01%
13
-11
837
$2K ﹤0.01%
50
838
$2K ﹤0.01%
+56
839
$2K ﹤0.01%
42
840
$2K ﹤0.01%
23
841
$2K ﹤0.01%
20
842
$2K ﹤0.01%
30
+17
843
$2K ﹤0.01%
+44
844
$2K ﹤0.01%
31
845
$2K ﹤0.01%
99
-140
846
$2K ﹤0.01%
69
-69
847
$2K ﹤0.01%
+54
848
$2K ﹤0.01%
42
-7
849
$2K ﹤0.01%
91
+57
850
$2K ﹤0.01%
+15
32 33
34
35 36