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
676
$12.6K ﹤0.01%
122
-11
677
$12.6K ﹤0.01%
+210
678
$12.4K ﹤0.01%
+191
679
$12.3K ﹤0.01%
+250
680
$12K ﹤0.01%
+157
681
$11.9K ﹤0.01%
+170
682
$11.9K ﹤0.01%
+300
683
$11.9K ﹤0.01%
+581
684
$11.8K ﹤0.01%
+635
685
$11.6K ﹤0.01%
250
686
$11.6K ﹤0.01%
+246
687
$11.2K ﹤0.01%
93
-10,500
688
$11.1K ﹤0.01%
+133
689
$11.1K ﹤0.01%
+424
690
$11K ﹤0.01%
+227
691
$10.9K ﹤0.01%
+180
692
$10.9K ﹤0.01%
+120
693
$10.5K ﹤0.01%
+100
694
$10.5K ﹤0.01%
+104
695
$10.3K ﹤0.01%
+200
696
$10.3K ﹤0.01%
+150
697
$10.3K ﹤0.01%
+188
698
$9.8K ﹤0.01%
+407
699
$9.64K ﹤0.01%
+189
700
$9.62K ﹤0.01%
+200
26 27
28
29 30