StockDriftsStockDriftsTop 50 Alera Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR PORTFOLIO S&P 500 ETF | 10.57% | 1.33M | $90.0M | -11.60%(-175.00K) | — | 2024-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 6.76% | 601.1K | $57.6M | -6.63%(-42.70K) | — | 2024-09-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 4.87% | 110.4K | $41.4M | -12.42%(-15.66K) | — | 2024-09-30 | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | 4.41% | 710.5K | $37.6M | -2.44%(-17.78K) | — | 2024-09-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.98% | 684.1K | $33.8M | +0.10%(+679) | — | 2024-09-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.61% | 155.7K | $30.7M | +0.15%(+227) | — | 2024-09-30 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 3.6% | 645.5K | $30.7M | +139.17%(+375.59K) | — | 2024-09-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.52% | 158.1K | $30.0M | -14.14%(-26.03K) | — | 2024-09-30 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3.44% | 163.1K | $29.3M | +0.56%(+913) | — | 2024-09-30 | |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.26% | 335.1K | $27.8M | -9.95%(-37.02K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Alera Investment Advisors, Llc reports $851.38M in US-listed equity holdings across 1,016 positions in its most recent 13F filing. Its largest disclosed positions are SPLG (10.6%), IVW (6.8%) and IWF (4.9%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Alera Investment Advisors, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Alera Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759485). View Alera Investment Advisors, Llc’s 13F filings on SEC