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
451
$120K 0.03%
4,676
+3,756
452
$120K 0.03%
9,693
453
$119K 0.03%
3,076
+2,032
454
$119K 0.03%
7,545
455
$119K 0.03%
1,113
-86
456
$118K 0.03%
8,307
457
$118K 0.03%
2,586
458
$118K 0.03%
7,246
-1,025
459
$117K 0.03%
657
-184
460
$116K 0.03%
+518
461
$116K 0.03%
833
-453
462
$116K 0.03%
2,006
+306
463
$115K 0.03%
2,848
-236
464
$115K 0.03%
1,170
-382
465
$115K 0.03%
5,883
+17
466
$115K 0.03%
1,941
-1,443
467
$114K 0.03%
12,420
-1,954
468
$114K 0.03%
8,900
+2,600
469
$114K 0.03%
3,360
-294
470
$113K 0.03%
1,384
+1,251
471
$112K 0.03%
+1,018
472
$112K 0.03%
4,090
-700
473
$112K 0.03%
546
+245
474
$112K 0.03%
7,852
+920
475
$111K 0.03%
25,241
+9,166
17 18
19
20 21