RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.31M
3
+$991K
4
MSFT icon
Microsoft
MSFT
+$813K
5
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$666K

Top Sells

1
+$4.72M
2
+$1.68M
3
+$1.22M
4
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.19M
5
NXR
NUVEEN ELECT TAX-FREE INC 3
NXR
+$998K

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 10.44%
3 Financials 8.78%
4 Communication Services 6.64%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$356K 0.08%
1,706
-442
277
$353K 0.08%
9,034
+55
278
$353K 0.08%
12,787
-4
279
$351K 0.08%
3,577
-19
280
$347K 0.08%
3,140
281
$345K 0.08%
2,970
+40
282
$336K 0.07%
3,942
-29
283
$336K 0.07%
13,125
284
$332K 0.07%
5,907
+12
285
$331K 0.07%
31,841
+18,473
286
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+8,630
287
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3,016
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288
$328K 0.07%
9,227
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289
$328K 0.07%
10,579
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290
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5,400
-50
291
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3,148
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292
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5,317
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293
$326K 0.07%
6,051
-100
294
$325K 0.07%
2,483
-395
295
$324K 0.07%
3,665
+1,000
296
$324K 0.07%
20,445
+1,226
297
$324K 0.07%
828
-19
298
$322K 0.07%
6,716
-136
299
$321K 0.07%
3,464
-11
300
$320K 0.07%
3,484
-400
10 11
12
13 14