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
876
$2K ﹤0.01%
25
-34
877
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+15
878
$2K ﹤0.01%
9
-5
879
$2K ﹤0.01%
104
880
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250
+182
881
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84
+51
882
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152
-169
883
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17
884
$2K ﹤0.01%
28
+20
885
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209
+109
886
$2K ﹤0.01%
21
+13
887
$2K ﹤0.01%
+108
888
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23
+17
889
$2K ﹤0.01%
24
890
$2K ﹤0.01%
140
-224
891
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32
-12
892
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49
893
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+76
894
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+30
895
$1K ﹤0.01%
38
896
$1K ﹤0.01%
+17
897
$1K ﹤0.01%
22
898
$1K ﹤0.01%
45
899
$1K ﹤0.01%
+8
900
$1K ﹤0.01%
39
34 35
36
37 38