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
701
$9K ﹤0.01%
+381
702
$9K ﹤0.01%
+149
703
$9K ﹤0.01%
+336
704
$9K ﹤0.01%
+300
705
$9K ﹤0.01%
+95
706
$9K ﹤0.01%
+125
707
$9K ﹤0.01%
+249
708
$9K ﹤0.01%
+204
709
$9K ﹤0.01%
+285
710
$9K ﹤0.01%
+223
711
$8K ﹤0.01%
+302
712
$8K ﹤0.01%
+539
713
$8K ﹤0.01%
+300
714
$8K ﹤0.01%
+222
715
$8K ﹤0.01%
+450
716
$8K ﹤0.01%
+705
717
$8K ﹤0.01%
+200
718
$8K ﹤0.01%
+300
719
$8K ﹤0.01%
+132
720
$8K ﹤0.01%
+62
721
$8K ﹤0.01%
+176
722
$7K ﹤0.01%
+118
723
$7K ﹤0.01%
+500
724
$7K ﹤0.01%
+145
725
$7K ﹤0.01%
+50
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