RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$353K 0.1%
5,537
+1,022
227
$352K 0.1%
3,721
-168
228
$351K 0.1%
26,301
229
$348K 0.09%
3,996
230
$346K 0.09%
10,768
-3,303
231
$345K 0.09%
3,933
-23
232
$342K 0.09%
7,628
+344
233
$341K 0.09%
4,959
-141
234
$340K 0.09%
2,780
+20
235
$337K 0.09%
14,879
-1,165
236
$337K 0.09%
11,560
-164
237
$334K 0.09%
5,138
-3
238
$334K 0.09%
5,266
239
$333K 0.09%
9,415
+1,411
240
$333K 0.09%
3,714
+146
241
$328K 0.09%
4,384
+18
242
$328K 0.09%
10,570
+30
243
$326K 0.09%
3,026
-250
244
$325K 0.09%
2,422
+226
245
$325K 0.09%
23,572
+7,298
246
$324K 0.09%
10,142
+9,675
247
$324K 0.09%
2,714
-116
248
$322K 0.09%
10,851
+179
249
$321K 0.09%
3,105
+1,218
250
$318K 0.09%
1,696
+701
8 9
10
11 12