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%
20
-17
902
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+16
903
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+50
904
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6
+3
905
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47
906
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7
+5
907
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16
908
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1
909
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32
+23
910
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8
911
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20
912
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50
+9
913
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52
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914
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15
915
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123
916
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+114
917
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27
918
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70
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919
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34
+16
920
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18
921
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18
922
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94
-25
923
$1K ﹤0.01%
4
-3
924
$1K ﹤0.01%
26
925
$1K ﹤0.01%
173
35 36
37
38 39