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
101
$559K 0.13%
7,014
+70
102
$558K 0.13%
4,869
-204
103
$557K 0.13%
+22,737
104
$555K 0.13%
3,485
-359
105
$545K 0.13%
31,141
+537
106
$537K 0.12%
14,899
+8,503
107
$537K 0.12%
21,163
+487
108
$536K 0.12%
18,239
+1,088
109
$530K 0.12%
7,294
+51
110
$523K 0.12%
5,620
-40
111
$516K 0.12%
3,010
-1,116
112
$510K 0.12%
3,080
+1,476
113
$500K 0.12%
7,790
+180
114
$499K 0.11%
8,267
+37
115
$493K 0.11%
17,294
116
$486K 0.11%
2,175
-353
117
$483K 0.11%
4,772
-751
118
$462K 0.11%
14,611
+147
119
$454K 0.1%
13,904
120
$452K 0.1%
2,247
-1,907
121
$431K 0.1%
928
+24
122
$424K 0.1%
1,779
+3
123
$423K 0.1%
2,075
124
$417K 0.1%
+2,151
125
$415K 0.1%
2,102
+22
3 4
5
6 7