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
701
$9.37K ﹤0.01%
+325
702
$9.22K ﹤0.01%
+205
703
$9.2K ﹤0.01%
+45
704
$9.09K ﹤0.01%
+186
705
$8.97K ﹤0.01%
+302
706
$8.96K ﹤0.01%
+539
707
$8.83K ﹤0.01%
+200
708
$8.83K ﹤0.01%
+743
709
$8.8K ﹤0.01%
+176
710
$8.58K ﹤0.01%
+350
711
$8.46K ﹤0.01%
+201
712
$7.82K ﹤0.01%
+132
713
$7.75K ﹤0.01%
+500
714
$7.62K ﹤0.01%
+170
715
$7.59K ﹤0.01%
+265
716
$7.44K ﹤0.01%
+365
717
$7.3K ﹤0.01%
+101
718
$7.24K ﹤0.01%
+84
719
$7.19K ﹤0.01%
+165
720
$7.11K ﹤0.01%
+50
721
$7.09K ﹤0.01%
+160
722
$7.01K ﹤0.01%
+75
723
$6.95K ﹤0.01%
+65
724
$6.82K ﹤0.01%
+307
725
$6.81K ﹤0.01%
+158
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