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
$485M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$919K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$857K

Top Sells

1
+$9.74M
2
+$7.28M
3
+$1.83M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.26M
5
NEM icon
Newmont
NEM
+$1.21M

Sector Composition

1 Technology 17.43%
2 Financials 9.87%
3 Consumer Discretionary 9.39%
4 Communication Services 6.81%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$163K 0.03%
+1,986
427
$162K 0.03%
+4,514
428
$162K 0.03%
+6,155
429
$159K 0.03%
+1,977
430
$159K 0.03%
+3,864
431
$158K 0.03%
+1,486
432
$157K 0.03%
+6,504
433
$156K 0.03%
5,805
-36,375
434
$155K 0.03%
+4,430
435
$153K 0.03%
+1,700
436
$150K 0.03%
13,652
437
$148K 0.03%
21,000
438
$148K 0.03%
+3,506
439
$147K 0.03%
+4,380
440
$147K 0.03%
+6,970
441
$146K 0.03%
7,506
-17,158
442
$146K 0.03%
+3,408
443
$146K 0.03%
+1,221
444
$146K 0.03%
+5,600
445
$144K 0.03%
+1,892
446
$144K 0.03%
13,904
-510
447
$143K 0.03%
+3,910
448
$141K 0.03%
19,640
+172
449
$140K 0.03%
+1,692
450
$140K 0.03%
13,550
16 17
18
19 20