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
$411M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.76M
3
+$2.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.03M
5
ALB icon
Albemarle
ALB
+$1.69M

Top Sells

1
+$3.17M
2
+$2.52M
3
+$1.81M
4
AAPL icon
Apple
AAPL
+$1.19M
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$1.09M

Sector Composition

1 Technology 16.93%
2 Financials 8.99%
3 Consumer Discretionary 7.8%
4 Communication Services 6.64%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$373K 0.09%
1,633
+59
252
$370K 0.09%
55,518
253
$366K 0.09%
2,449
-655
254
$363K 0.09%
10,740
-858
255
$363K 0.09%
2,712
-342
256
$362K 0.09%
11,415
-32
257
$360K 0.09%
4,592
-369
258
$356K 0.09%
+4,700
259
$355K 0.09%
1,903
260
$355K 0.09%
9,317
+1,832
261
$354K 0.09%
8,448
-955
262
$354K 0.09%
5,793
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263
$352K 0.09%
2,123
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264
$351K 0.09%
4,550
-779
265
$349K 0.08%
1,726
-630
266
$348K 0.08%
25,267
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267
$347K 0.08%
17,465
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$343K 0.08%
33,693
269
$338K 0.08%
9,918
-250
270
$336K 0.08%
771
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271
$336K 0.08%
9,706
-28
272
$335K 0.08%
5,568
+697
273
$335K 0.08%
4,040
-1,467
274
$334K 0.08%
19,182
+18,318
275
$332K 0.08%
2,605
-297
9 10
11
12 13