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
426
$134K 0.04%
1,452
+297
427
$133K 0.04%
2,643
+2,000
428
$133K 0.04%
2,019
-383
429
$132K 0.04%
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430
$132K 0.04%
1,146
431
$131K 0.04%
3,238
-126
432
$131K 0.04%
1,221
-120
433
$131K 0.04%
2,649
434
$131K 0.04%
1,505
435
$130K 0.04%
4,106
-359
436
$130K 0.04%
2,975
437
$129K 0.04%
2,044
-248
438
$128K 0.03%
8,175
-3,800
439
$126K 0.03%
1,071
-183
440
$125K 0.03%
177
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441
$125K 0.03%
8,000
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442
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$124K 0.03%
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444
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3,900
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445
$122K 0.03%
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446
$122K 0.03%
1,113
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447
$122K 0.03%
5,237
-626
448
$121K 0.03%
3,560
-6,100
449
$121K 0.03%
4,200
-435
450
$120K 0.03%
488
-132
16 17
18
19 20