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Home > Institutional Investor > Alera Investment Advisors, Llc > Profile

Instuitional Investor - Alera Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Alera Investment Advisors, Llc
Portfolio Value $851,381,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,333,607 $90,031,788 10.57%
2.
Ishares Trust
 IEF 601,141 $57,559,233 6.76%
3.
Ishares Trust
 IEF 110,420 $41,449,550 4.87%
4.
Spdr Series Trust
 710,471 $37,555,503 4.41%
5.
Blackrock Etf Trust
 684,140 $33,844,390 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)