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
$455M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Sells

1 +$2.41M
2 +$1.61M
3 +$1.18M
4
NVDA icon
NVIDIA
NVDA
+$673K
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$606K

Sector Composition

1 Technology 17.46%
2 Financials 9.04%
3 Consumer Discretionary 8.37%
4 Communication Services 6.54%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$15.4K ﹤0.01%
+134
677
$15.2K ﹤0.01%
+375
678
$15.1K ﹤0.01%
+240
679
$15.1K ﹤0.01%
+129
680
$15K ﹤0.01%
+464
681
$14.9K ﹤0.01%
+393
682
$14.8K ﹤0.01%
+762
683
$14.8K ﹤0.01%
+202
684
$14.6K ﹤0.01%
+297
685
$14.3K ﹤0.01%
+208
686
$14.3K ﹤0.01%
+570
687
$13.8K ﹤0.01%
+301
688
$13.7K ﹤0.01%
+600
689
$13.7K ﹤0.01%
+300
690
$13.6K ﹤0.01%
+550
691
$13.3K ﹤0.01%
+210
692
$13K ﹤0.01%
+258
693
$13K ﹤0.01%
+621
694
$13K ﹤0.01%
+312
695
$12.9K ﹤0.01%
+211
696
$12.5K ﹤0.01%
+115
697
$12.5K ﹤0.01%
+170
698
$12.3K ﹤0.01%
+500
699
$12.2K ﹤0.01%
+192
700
$12.1K ﹤0.01%
+162