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
726
$6.81K ﹤0.01%
800
727
$6.47K ﹤0.01%
+113
728
$6.44K ﹤0.01%
+203
729
$6.36K ﹤0.01%
+160
730
$6.29K ﹤0.01%
+249
731
$6.16K ﹤0.01%
+142
732
$6.09K ﹤0.01%
+120
733
$5.98K ﹤0.01%
+300
734
$5.81K ﹤0.01%
+100
735
$5.59K ﹤0.01%
+400
736
$5.44K ﹤0.01%
+142
737
$5.37K ﹤0.01%
+80
738
$5.3K ﹤0.01%
+123
739
$5.05K ﹤0.01%
+68
740
$5.02K ﹤0.01%
+85
741
$5.02K ﹤0.01%
+57
742
$4.86K ﹤0.01%
+179
743
$4.79K ﹤0.01%
+120
744
$4.7K ﹤0.01%
+146
745
$4.59K ﹤0.01%
+78
746
$4.56K ﹤0.01%
+121
747
$4.49K ﹤0.01%
+180
748
$4.47K ﹤0.01%
+180
749
$4.42K ﹤0.01%
+180
750
$4.35K ﹤0.01%
+180
28 29
30
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