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
501
$79.3K 0.02%
+930
502
$79.2K 0.02%
+2,325
503
$78.8K 0.02%
+2,201
504
$78.7K 0.02%
+852
505
$78.6K 0.02%
+300
506
$77.6K 0.02%
+1,143
507
$77.2K 0.02%
+2,952
508
$76.9K 0.02%
+2,000
509
$76.6K 0.02%
+3,112
510
$76K 0.02%
+1,235
511
$74.8K 0.02%
+783
512
$74.6K 0.02%
+1,569
513
$74.3K 0.02%
+2,299
514
$73.3K 0.02%
+1,215
515
$73K 0.02%
+3,858
516
$70.4K 0.01%
+2,000
517
$70.1K 0.01%
+3,759
518
$69.9K 0.01%
+2,727
519
$68.9K 0.01%
+2,200
520
$68.8K 0.01%
13,738
-1,353
521
$67.4K 0.01%
+885
522
$66.4K 0.01%
+1,456
523
$65.8K 0.01%
+3,490
524
$65.6K 0.01%
+1,476
525
$65.1K 0.01%
+2,997
19 20
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