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
176
– –
-544
177
– –
-1,244
178
– –
-2,288
179
– –
-5,513
180
– –
-5,754
181
– –
-7,179
4 5 6 7
8