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
601
$30.2K 0.01%
+230
602
$29.9K 0.01%
+1,446
603
$29.8K 0.01%
+535
604
$29.3K 0.01%
+630
605
$28.6K 0.01%
+1,315
606
$28.1K 0.01%
+396
607
$27.7K 0.01%
+1,188
608
$27.5K 0.01%
+230
609
$27.2K 0.01%
+385
610
$26.7K 0.01%
+308
611
$25.9K 0.01%
+1,139
612
$25K 0.01%
+500
613
$25K 0.01%
+244
614
$24.8K 0.01%
+330
615
$24.4K 0.01%
+1,200
616
$24.4K 0.01%
+900
617
$24.1K 0.01%
+1,000
618
$23.8K ﹤0.01%
+412
619
$23.8K ﹤0.01%
+543
620
$23.4K ﹤0.01%
+125
621
$23.2K ﹤0.01%
+1,019
622
$22.9K ﹤0.01%
+562
623
$22.7K ﹤0.01%
+200
624
$22.4K ﹤0.01%
+191
625
$22.3K ﹤0.01%
+91
23 24
25
26 27