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
926
$1K ﹤0.01%
11
-5
927
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18
928
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+60
929
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+40
930
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26
931
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6
932
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+18
933
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+212
934
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24
935
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15
-46
936
$1K ﹤0.01%
33
937
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10
938
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6
939
$1K ﹤0.01%
15
940
$1K ﹤0.01%
22
941
$1K ﹤0.01%
28
-29
942
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+72
943
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+11
944
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+67
945
$1K ﹤0.01%
+6
946
$1K ﹤0.01%
+101
947
$1K ﹤0.01%
+7
948
$1K ﹤0.01%
+20
949
$1K ﹤0.01%
11
950
$1K ﹤0.01%
54
36 37
38
39 40