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
376
$213K 0.05%
+7,600
377
$213K 0.05%
4,867
-705
378
$212K 0.05%
+1,569
379
$210K 0.05%
5,268
380
$207K 0.05%
4,736
+147
381
$205K 0.05%
+680
382
$205K 0.05%
+1,527
383
$205K 0.05%
6,092
+514
384
$205K 0.05%
6,321
-1,097
385
$204K 0.05%
+2,685
386
$204K 0.05%
1,049
-185
387
$203K 0.05%
2,513
-795
388
$202K 0.05%
7,570
+332
389
$201K 0.05%
4,463
+4
390
$201K 0.05%
5,085
+175
391
$199K 0.05%
19,175
392
$194K 0.05%
16,613
393
$193K 0.05%
17,643
394
$192K 0.05%
16,397
-12
395
$184K 0.04%
15,218
396
$184K 0.04%
16,652
397
$183K 0.04%
15,554
-125
398
$162K 0.04%
168
-6
399
$155K 0.04%
14,226
+1,510
400
$152K 0.04%
22,012
+6
14 15
16
17 18