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
351
$233K 0.06%
+9,029
352
$233K 0.06%
6,389
-1,242
353
$232K 0.06%
4,740
+125
354
$232K 0.06%
24,296
+3,071
355
$230K 0.06%
1,205
-683
356
$229K 0.06%
2,334
-208
357
$229K 0.06%
6,070
+550
358
$227K 0.06%
5,745
+888
359
$226K 0.06%
24,733
+1,066
360
$226K 0.05%
2,908
-902
361
$224K 0.05%
4,298
-116
362
$224K 0.05%
18,799
-596
363
$224K 0.05%
1,005
-124
364
$224K 0.05%
+2,238
365
$223K 0.05%
+8,026
366
$222K 0.05%
2,918
+369
367
$222K 0.05%
+1,447
368
$222K 0.05%
1,140
-1,533
369
$221K 0.05%
+5,112
370
$219K 0.05%
3,177
+1
371
$218K 0.05%
11,959
-12,626
372
$217K 0.05%
1,034
-1
373
$217K 0.05%
+1,061
374
$216K 0.05%
3,871
-1,619
375
$215K 0.05%
755
-355
13 14
15
16 17