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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$181K 0.05%
1,478
+1
352
$180K 0.05%
1,604
+461
353
$179K 0.05%
12,834
354
$179K 0.05%
9,900
-3,000
355
$178K 0.05%
343
-20
356
$174K 0.05%
5,490
+3,515
357
$173K 0.05%
1,068
-1,218
358
$172K 0.05%
+5,930
359
$172K 0.05%
2,926
-1,324
360
$171K 0.05%
4,651
+2,281
361
$169K 0.05%
5,299
-1,658
362
$169K 0.05%
3,122
+188
363
$168K 0.05%
4,571
-210
364
$168K 0.05%
3,597
+216
365
$168K 0.05%
6,600
+5,600
366
$167K 0.05%
17,138
-2,369
367
$167K 0.05%
1,340
-132
368
$167K 0.05%
3,243
-2,059
369
$166K 0.05%
1,204
+1,150
370
$165K 0.04%
1,800
371
$163K 0.04%
2,735
-243
372
$163K 0.04%
3,421
-194
373
$162K 0.04%
12,524
374
$162K 0.04%
2,720
+2,380
375
$161K 0.04%
12,461
13 14
15
16 17