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
276
$327K 0.08%
2,205
-75
277
$323K 0.08%
6,052
+70
278
$321K 0.08%
11,561
-328
279
$315K 0.08%
3,393
+447
280
$314K 0.08%
6,246
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281
$311K 0.08%
6,492
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282
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-200
283
$310K 0.08%
8,719
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284
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285
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1,944
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286
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287
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3,237
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288
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727
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289
$298K 0.07%
6,606
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290
$298K 0.07%
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291
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1,878
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292
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293
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3,959
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294
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295
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3,126
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296
$287K 0.07%
4,320
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297
$285K 0.07%
2,123
-767
298
$281K 0.07%
8,009
-1,826
299
$280K 0.07%
5,063
-85
300
$280K 0.07%
5,445
10 11
12
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