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
676
$12K ﹤0.01%
+324
677
$12K ﹤0.01%
+134
678
$12K ﹤0.01%
+206
679
$11K ﹤0.01%
+200
680
$11K ﹤0.01%
+115
681
$11K ﹤0.01%
+180
682
$11K ﹤0.01%
+300
683
$11K ﹤0.01%
+297
684
$11K ﹤0.01%
+134
685
$10K ﹤0.01%
+200
686
$10K ﹤0.01%
+451
687
$10K ﹤0.01%
+153
688
$10K ﹤0.01%
+222
689
$10K ﹤0.01%
+192
690
$10K ﹤0.01%
+100
691
$10K ﹤0.01%
+137
692
$10K ﹤0.01%
+227
693
$10K ﹤0.01%
+300
694
$10K ﹤0.01%
+400
695
$10K ﹤0.01%
+403
696
$10K ﹤0.01%
+258
697
$10K ﹤0.01%
+150
698
$10K ﹤0.01%
+214
699
$10K ﹤0.01%
+600
700
$9K ﹤0.01%
+203
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