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
$434M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.55M
3
+$559K
4
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$557K
5
NEE icon
NextEra Energy
NEE
+$531K

Top Sells

1
+$5.99M
2
+$4.09M
3
+$1.65M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$889K

Sector Composition

1 Technology 5.42%
2 Healthcare 3.3%
3 Financials 2.94%
4 Industrials 1.83%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$708K 0.16%
1,058
+16
77
$704K 0.16%
26,114
+9,160
78
$698K 0.16%
1,025
+27
79
$696K 0.16%
2,425
+24
80
$695K 0.16%
8,626
+1,857
81
$694K 0.16%
2,562
+32
82
$684K 0.16%
447
-160
83
$669K 0.15%
1,737
84
$658K 0.15%
2,355
+19
85
$648K 0.15%
9,355
-63
86
$646K 0.15%
8,826
-1,338
87
$630K 0.15%
6,049
+45
88
$624K 0.14%
6,727
+2,607
89
$618K 0.14%
22,250
+330
90
$613K 0.14%
15,031
-306
91
$604K 0.14%
3,544
+44
92
$600K 0.14%
2,938
+25
93
$599K 0.14%
4,410
+55
94
$599K 0.14%
3,500
+54
95
$597K 0.14%
7,753
+95
96
$580K 0.13%
20,109
+290
97
$571K 0.13%
17,246
98
$560K 0.13%
2,644
+924
99
$560K 0.13%
2,701
+356
100
$559K 0.13%
9,013
+365
2 3
4
5 6