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
$409M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$1,000K
2 +$924K
3 +$895K
4
COST icon
Costco
COST
+$810K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$792K

Top Sells

1 +$723K
2 +$673K
3 +$633K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$511K
5
AMZN icon
Amazon
AMZN
+$473K

Sector Composition

1 Technology 13.78%
2 Financials 8.7%
3 Consumer Staples 7.08%
4 Consumer Discretionary 7.07%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$17.8K ﹤0.01%
+865
652
$17.5K ﹤0.01%
534
653
$17.4K ﹤0.01%
930
-52
654
$17K ﹤0.01%
+760
655
$16.9K ﹤0.01%
3,000
656
$16.9K ﹤0.01%
200
657
$16.9K ﹤0.01%
523
+4
658
$16.8K ﹤0.01%
377
+4
659
$16.7K ﹤0.01%
+425
660
$16.7K ﹤0.01%
193
+1
661
$16.6K ﹤0.01%
294
+214
662
$16.5K ﹤0.01%
90
-90
663
$16.5K ﹤0.01%
+617
664
$16.4K ﹤0.01%
211
-31
665
$16.3K ﹤0.01%
+475
666
$16.2K ﹤0.01%
396
+12
667
$16.2K ﹤0.01%
117
-43
668
$15.8K ﹤0.01%
531
-939
669
$15.8K ﹤0.01%
640
670
$15.6K ﹤0.01%
175
671
$15.4K ﹤0.01%
240
672
$15.1K ﹤0.01%
500
673
$15.1K ﹤0.01%
243
-63
674
$14.9K ﹤0.01%
450
675
$14.9K ﹤0.01%
250