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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
876
$2K ﹤0.01%
16
877
$2K ﹤0.01%
+57
878
$2K ﹤0.01%
+24
879
$2K ﹤0.01%
15
-1
880
$2K ﹤0.01%
29
-9
881
$2K ﹤0.01%
96
-19
882
$2K ﹤0.01%
25
-34
883
$2K ﹤0.01%
+15
884
$2K ﹤0.01%
9
-5
885
$2K ﹤0.01%
104
886
$2K ﹤0.01%
250
+182
887
$2K ﹤0.01%
+108
888
$2K ﹤0.01%
54
889
$2K ﹤0.01%
+64
890
$2K ﹤0.01%
42
-7
891
$2K ﹤0.01%
91
+57
892
$2K ﹤0.01%
26
-42
893
$2K ﹤0.01%
270
894
$2K ﹤0.01%
+38
895
$1K ﹤0.01%
33
896
$1K ﹤0.01%
10
897
$1K ﹤0.01%
+23
898
$1K ﹤0.01%
32
-13
899
$1K ﹤0.01%
45
900
$1K ﹤0.01%
18
34 35
36
37 38