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
326
$249K 0.06%
4,984
+248
327
$249K 0.06%
513
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328
$249K 0.06%
8,255
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$248K 0.06%
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$247K 0.06%
429
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332
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333
$245K 0.06%
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334
$245K 0.06%
2,890
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335
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988
-240
336
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337
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38,274
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338
$240K 0.06%
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339
$240K 0.06%
3,438
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340
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341
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345
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346
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-500
347
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348
$234K 0.06%
4,725
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349
$233K 0.06%
6,900
-500
350
$233K 0.06%
4,007
+500
12 13
14
15 16