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
626
$22.1K ﹤0.01%
+453
627
$21.9K ﹤0.01%
+120
628
$21.8K ﹤0.01%
164,656
+11,145
629
$21.6K ﹤0.01%
+338
630
$21.4K ﹤0.01%
+350
631
$21.4K ﹤0.01%
+655
632
$21.3K ﹤0.01%
+680
633
$21K ﹤0.01%
+135
634
$20.7K ﹤0.01%
+232
635
$20.7K ﹤0.01%
+437
636
$20.6K ﹤0.01%
+1,000
637
$20.3K ﹤0.01%
+1,273
638
$19.9K ﹤0.01%
+451
639
$19.5K ﹤0.01%
+301
640
$19.3K ﹤0.01%
+549
641
$19.3K ﹤0.01%
+285
642
$19.2K ﹤0.01%
+811
643
$19.1K ﹤0.01%
+339
644
$18.8K ﹤0.01%
+580
645
$18.6K ﹤0.01%
+255
646
$18.6K ﹤0.01%
+690
647
$18.5K ﹤0.01%
+583
648
$18.4K ﹤0.01%
+500
649
$18.2K ﹤0.01%
+617
650
$18.1K ﹤0.01%
+399
24 25
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