RIA

Realta Investment Advisors Portfolio holdings

AUM $304M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
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 Sells

1 +$7.81M
2 +$3.9M
3 +$1.75M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.2M

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
651
$18.1K ﹤0.01%
+134
652
$17.6K ﹤0.01%
+200
653
$17.2K ﹤0.01%
+400
654
$16.7K ﹤0.01%
+240
655
$16.7K ﹤0.01%
+198
656
$16.6K ﹤0.01%
+143
657
$16.5K ﹤0.01%
+375
658
$16.4K ﹤0.01%
+305
659
$16.1K ﹤0.01%
+300
660
$16.1K ﹤0.01%
+468
661
$16K ﹤0.01%
+326
662
$15.6K ﹤0.01%
+202
663
$15.6K ﹤0.01%
149
-2,134
664
$15.4K ﹤0.01%
+214
665
$15.2K ﹤0.01%
+501
666
$14.8K ﹤0.01%
+312
667
$14.8K ﹤0.01%
+514
668
$14.4K ﹤0.01%
+307
669
$14.4K ﹤0.01%
+1,229
670
$14K ﹤0.01%
+192
671
$13.8K ﹤0.01%
+141
672
$13.8K ﹤0.01%
+297
673
$13.8K ﹤0.01%
+126
674
$13.8K ﹤0.01%
+201
675
$13.4K ﹤0.01%
+209