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
476
$111K 0.03%
7,496
477
$110K 0.03%
5,352
+1,500
478
$109K 0.03%
2,159
479
$109K 0.03%
3,201
-225
480
$108K 0.03%
6,061
-166
481
$108K 0.03%
4,230
+3,830
482
$107K 0.03%
532
+170
483
$107K 0.03%
1,240
-300
484
$107K 0.03%
956
-74
485
$106K 0.03%
527
-28
486
$106K 0.03%
3,325
-47
487
$104K 0.03%
2,122
-75
488
$104K 0.03%
861
+89
489
$104K 0.03%
+3,075
490
$104K 0.03%
6,535
+1,071
491
$103K 0.03%
802
-80
492
$103K 0.03%
+1,304
493
$103K 0.03%
4,107
494
$103K 0.03%
1,297
+222
495
$103K 0.03%
3,200
+3,100
496
$102K 0.03%
2,289
+792
497
$102K 0.03%
1,286
+242
498
$101K 0.03%
3,726
+13
499
$101K 0.03%
455
-145
500
$101K 0.03%
1,119
-13
18 19
20
21 22