AIA
Alera Investment Advisors Portfolio holdings
AUM
$851M
1-Year Return
29.76%
This Quarter Return
-3.69%
1 Year Return
+29.76%
3 Year Return
+28.92%
5 Year Return
+81.82%
10 Year Return
–
AUM
$607M
AUM Growth
+$143M
(+31%)
Cap. Flow
+$160M
Cap. Flow
% of AUM
26.41%
Top 10 Holdings %
Top 10 Hldgs %
73.55%
Holding
175
New
3
Increased
35
Reduced
105
Closed
15
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.58M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$2.25M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.78M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.44M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.01M |
Sector Composition
| 1 | Technology | 4.16% |
| 2 | Healthcare | 2.42% |
| 3 | Financials | 2.02% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Industrials | 1.23% |
