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

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
1076
$1K ﹤0.01%
81
1077
$1K ﹤0.01%
20
1078
$1K ﹤0.01%
+30
1079
$1K ﹤0.01%
+17
1080
$1K ﹤0.01%
11
1081
$1K ﹤0.01%
+5
1082
$1K ﹤0.01%
5
1083
$1K ﹤0.01%
48
1084
$1K ﹤0.01%
52
1085
$1K ﹤0.01%
8
1086
$1K ﹤0.01%
17
1087
$1K ﹤0.01%
28
+9
1088
$1K ﹤0.01%
+15
1089
$1K ﹤0.01%
12
1090
$1K ﹤0.01%
+25
1091
$1K ﹤0.01%
54
1092
$1K ﹤0.01%
9
1093
$1K ﹤0.01%
70
-50
1094
$1K ﹤0.01%
+15
1095
$1K ﹤0.01%
30
1096
$1K ﹤0.01%
+35
1097
$1K ﹤0.01%
+57
1098
$1K ﹤0.01%
25
-8
1099
$1K ﹤0.01%
4
1100
$1K ﹤0.01%
20