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
1026
$1K ﹤0.01%
+4
1027
$1K ﹤0.01%
+35
1028
$1K ﹤0.01%
37
1029
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1030
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1031
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87
-22
1032
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5
1033
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+30
1034
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22
+14
1035
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1037
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1038
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8
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1039
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1040
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31
+24
1041
$1K ﹤0.01%
99
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1042
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1043
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1044
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14
-6
1045
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1046
$1K ﹤0.01%
4
1047
$1K ﹤0.01%
6
1048
$1K ﹤0.01%
+49
1049
$1K ﹤0.01%
25
1050
$1K ﹤0.01%
20
40 41
42
43 44