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
901
$1K ﹤0.01%
33
902
$1K ﹤0.01%
109
903
$1K ﹤0.01%
143
904
$1K ﹤0.01%
44
905
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67
906
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+78
907
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27
-214
908
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+15
909
$1K ﹤0.01%
18
910
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10
911
$1K ﹤0.01%
+1
912
$1K ﹤0.01%
+101
913
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13
914
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10
915
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+25
916
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+92
917
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38
918
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+27
919
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+50
920
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+38
921
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31
922
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15
-26
923
$1K ﹤0.01%
+37
924
$1K ﹤0.01%
52
925
$1K ﹤0.01%
+9
35 36
37
38 39