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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
926
$1K ﹤0.01%
29
927
$1K ﹤0.01%
10
-500
928
$1K ﹤0.01%
50
929
$1K ﹤0.01%
6
930
$1K ﹤0.01%
+4
931
$1K ﹤0.01%
+70
932
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25
933
$1K ﹤0.01%
26
934
$1K ﹤0.01%
+16
935
$1K ﹤0.01%
+10
936
$1K ﹤0.01%
+73
937
$1K ﹤0.01%
+14
938
$1K ﹤0.01%
23
939
$1K ﹤0.01%
21
940
$1K ﹤0.01%
+25
941
$1K ﹤0.01%
13
-12
942
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7
943
$1K ﹤0.01%
34
+16
944
$1K ﹤0.01%
18
945
$1K ﹤0.01%
94
-25
946
$1K ﹤0.01%
4
-3
947
$1K ﹤0.01%
26
948
$1K ﹤0.01%
173
949
$1K ﹤0.01%
28
950
$1K ﹤0.01%
13
36 37
38
39 40