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
201
$36K 0.02%
1,240
202
$36K 0.02%
310
+32
203
$35K 0.02%
708
+2
204
$35K 0.02%
833
+278
205
$35K 0.02%
255
+49
206
$35K 0.02%
216
+51
207
$35K 0.02%
663
+193
208
$35K 0.02%
1,212
209
$35K 0.02%
459
+45
210
$35K 0.02%
936
+367
211
$35K 0.02%
+300
212
$35K 0.02%
806
+320
213
$33K 0.02%
186
-1,240
214
$33K 0.02%
215
+40
215
$32K 0.02%
739
+135
216
$32K 0.02%
572
+216
217
$32K 0.02%
552
+129
218
$31K 0.02%
770
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219
$31K 0.02%
2,000
220
$31K 0.02%
384
+174
221
$31K 0.02%
406
+86
222
$30K 0.01%
450
223
$30K 0.01%
1,624
+178
224
$30K 0.01%
319
+167
225
$30K 0.01%
188
+5
7 8
9
10 11