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
$409M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$1,000K
2 +$924K
3 +$895K
4
COST icon
Costco
COST
+$810K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$792K

Top Sells

1 +$723K
2 +$673K
3 +$633K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$511K
5
AMZN icon
Amazon
AMZN
+$473K

Sector Composition

1 Technology 13.78%
2 Financials 8.7%
3 Consumer Staples 7.08%
4 Consumer Discretionary 7.07%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$11.4K ﹤0.01%
258
702
$11.3K ﹤0.01%
400
703
$11.3K ﹤0.01%
192
704
$10.9K ﹤0.01%
154
+1
705
$10.9K ﹤0.01%
227
706
$10.9K ﹤0.01%
303
+3
707
$10.6K ﹤0.01%
116
+100
708
$10.6K ﹤0.01%
150
709
$10.5K ﹤0.01%
231
710
$10.4K ﹤0.01%
137
711
$10.4K ﹤0.01%
+233
712
$10.4K ﹤0.01%
600
713
$10.4K ﹤0.01%
250
+1
714
$9.82K ﹤0.01%
125
715
$9.82K ﹤0.01%
73
+11
716
$9.68K ﹤0.01%
205
+1
717
$9.52K ﹤0.01%
320
+100
718
$9.13K ﹤0.01%
223
719
$9.1K ﹤0.01%
300
720
$8.8K ﹤0.01%
336
721
$8.7K ﹤0.01%
211
+62
722
$8.56K ﹤0.01%
176
723
$8.54K ﹤0.01%
450
724
$8.53K ﹤0.01%
300
725
$8.51K ﹤0.01%
300