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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
901
$1K ﹤0.01%
232
902
$1K ﹤0.01%
+35
903
$1K ﹤0.01%
+51
904
$1K ﹤0.01%
28
905
$1K ﹤0.01%
67
906
$1K ﹤0.01%
+72
907
$1K ﹤0.01%
63
+11
908
$1K ﹤0.01%
14
909
$1K ﹤0.01%
24
910
$1K ﹤0.01%
41
-10
911
$1K ﹤0.01%
17
912
$1K ﹤0.01%
+109
913
$1K ﹤0.01%
14
914
$1K ﹤0.01%
+80
915
$1K ﹤0.01%
80
916
$1K ﹤0.01%
58
917
$1K ﹤0.01%
26
+13
918
$1K ﹤0.01%
13
919
$1K ﹤0.01%
54
920
$1K ﹤0.01%
44
921
$1K ﹤0.01%
+131
922
$1K ﹤0.01%
5
923
$1K ﹤0.01%
24
924
$1K ﹤0.01%
+14
925
$1K ﹤0.01%
+27
35 36
37
38 39