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 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
601
$32.2K 0.01%
+1,230
602
$31.4K 0.01%
+760
603
$31.3K 0.01%
+703
604
$31.1K 0.01%
+815
605
$29.9K 0.01%
+340
606
$29.6K 0.01%
+662
607
$29K 0.01%
+628
608
$28.7K 0.01%
+961
609
$28.5K 0.01%
+198
610
$28.5K 0.01%
+888
611
$28.5K 0.01%
+970
612
$28.4K 0.01%
+1,546
613
$28.3K 0.01%
+396
614
$27.2K 0.01%
+500
615
$27K 0.01%
1,667
-2,013
616
$27K 0.01%
+332
617
$26.9K 0.01%
+622
618
$26.5K 0.01%
+512
619
$26.5K 0.01%
+1,208
620
$26.2K 0.01%
+1,143
621
$26.1K 0.01%
+615
622
$25.9K 0.01%
+304
623
$25.8K 0.01%
+1,432
624
$25.3K 0.01%
+253
625
$24.5K 0.01%
+690