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
626
$18K ﹤0.01%
+900
627
$18K ﹤0.01%
+741
628
$17K ﹤0.01%
+485
629
$17K ﹤0.01%
+1,201
630
$17K ﹤0.01%
+306
631
$17K ﹤0.01%
+292
632
$17K ﹤0.01%
+400
633
$17K ﹤0.01%
+178
634
$17K ﹤0.01%
+982
635
$17K ﹤0.01%
+937
636
$17K ﹤0.01%
+694
637
$17K ﹤0.01%
+376
638
$17K ﹤0.01%
+377
639
$16K ﹤0.01%
+373
640
$16K ﹤0.01%
+754
641
$16K ﹤0.01%
+534
642
$16K ﹤0.01%
+162
643
$16K ﹤0.01%
+192
644
$16K ﹤0.01%
+200
645
$16K ﹤0.01%
+384
646
$16K ﹤0.01%
+640
647
$15K ﹤0.01%
+242
648
$15K ﹤0.01%
+519
649
$15K ﹤0.01%
+175
650
$15K ﹤0.01%
+1,231
24 25
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