RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$588K
3
+$537K
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$498K
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$483K

Top Sells

1
+$2.41M
2
+$1.61M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$673K
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$606K

Sector Composition

1 Technology 17.46%
2 Financials 9.04%
3 Consumer Discretionary 8.37%
4 Communication Services 6.54%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$54.3K 0.01%
+562
552
$53.9K 0.01%
+1,271
553
$53.6K 0.01%
+505
554
$53.5K 0.01%
+242
555
$52.8K 0.01%
+850
556
$52K 0.01%
+1,273
557
$51.5K 0.01%
+736
558
$50.9K 0.01%
+4,481
559
$50K 0.01%
+2,219
560
$49.9K 0.01%
+767
561
$48.3K 0.01%
+1,445
562
$47.4K 0.01%
+909
563
$47K 0.01%
+365
564
$46.7K 0.01%
+935
565
$46.1K 0.01%
+907
566
$45.7K 0.01%
+468
567
$44.7K 0.01%
+717
568
$43.8K 0.01%
+1,427
569
$42.8K 0.01%
+1,093
570
$42.4K 0.01%
+403
571
$42.4K 0.01%
+11,330
572
$42.2K 0.01%
+1,830
573
$41.9K 0.01%
+1,190
574
$41.1K 0.01%
+1,209
575
$40.9K 0.01%
+606
21 22
23
24 25