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
301
$279K 0.07%
3,929
-1,615
302
$279K 0.07%
22,392
-30,025
303
$278K 0.07%
2,400
-100
304
$277K 0.07%
2,451
-734
305
$275K 0.07%
9,821
-338
306
$274K 0.07%
3,421
-164
307
$274K 0.07%
2,392
+275
308
$272K 0.07%
27,264
+600
309
$272K 0.07%
18,027
-3,179
310
$272K 0.07%
4,564
311
$271K 0.07%
1,086
-12,691
312
$269K 0.07%
2,203
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313
$267K 0.06%
2,549
-1,045
314
$265K 0.06%
866
-53
315
$262K 0.06%
4,100
-1,148
316
$262K 0.06%
16,599
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317
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7,126
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318
$261K 0.06%
2,357
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319
$261K 0.06%
9,777
-381
320
$260K 0.06%
6,846
-3,235
321
$257K 0.06%
2,924
-19
322
$256K 0.06%
1,738
+3
323
$255K 0.06%
4,020
+465
324
$255K 0.06%
7,079
+870
325
$250K 0.06%
870
-50
11 12
13
14 15