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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
976
$1K ﹤0.01%
51
+9
977
$1K ﹤0.01%
46
978
$1K ﹤0.01%
42
979
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37
980
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981
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+9
982
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52
+15
983
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15
984
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123
985
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+114
986
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27
987
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70
-21
988
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+1
989
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15
990
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991
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8
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4
993
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$1K ﹤0.01%
10
995
$1K ﹤0.01%
17
996
$1K ﹤0.01%
39
997
$1K ﹤0.01%
+21
998
$1K ﹤0.01%
118
999
$1K ﹤0.01%
81
1000
$1K ﹤0.01%
7
38 39
40
41 42