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
$381M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$786K
3
+$755K
4
LPLA icon
LPL Financial
LPLA
+$698K
5
NXJ icon
Nuveen New Jersey Quality Municipal Income Fund
NXJ
+$623K

Top Sells

1
+$18.4M
2
+$10.4M
3
+$7.08M
4
ALB icon
Albemarle
ALB
+$480K
5
TSLA icon
Tesla
TSLA
+$417K

Sector Composition

1 Technology 14.74%
2 Consumer Discretionary 8.9%
3 Financials 8.56%
4 Consumer Staples 6.57%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$54K 0.01%
+1,406
527
$52K 0.01%
+397
528
$51K 0.01%
16,125
+1,200
529
$49K 0.01%
+3,201
530
$49K 0.01%
+3,703
531
$48K 0.01%
+963
532
$47K 0.01%
+548
533
$47K 0.01%
+1,759
534
$47K 0.01%
+1,850
535
$47K 0.01%
+1,520
536
$47K 0.01%
+455
537
$47K 0.01%
+970
538
$46K 0.01%
+7,199
539
$46K 0.01%
+1,527
540
$45K 0.01%
+392
541
$45K 0.01%
+2,000
542
$44K 0.01%
+355
543
$43K 0.01%
+1,871
544
$42K 0.01%
+740
545
$42K 0.01%
+830
546
$41K 0.01%
+1,016
547
$41K 0.01%
+1,200
548
$41K 0.01%
+1,012
549
$41K 0.01%
+503
550
$40K 0.01%
+878
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