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
$366M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$605K
3
+$594K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$545K
5
WORK
Slack Technologies, Inc.
WORK
+$534K

Top Sells

1
+$8.85M
2
+$7.9M
3
+$2.38M
4
AMP icon
Ameriprise Financial
AMP
+$2.28M
5
CELG
Celgene Corp
CELG
+$729K

Sector Composition

1 Technology 12.54%
2 Consumer Discretionary 9.25%
3 Financials 7.08%
4 Healthcare 6.97%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$36K 0.01%
+864
752
$36K 0.01%
1,200
753
$36K 0.01%
698
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$36K 0.01%
600
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756
$36K 0.01%
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$35K 0.01%
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761
$35K 0.01%
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764
$35K 0.01%
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$34K 0.01%
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766
$34K 0.01%
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769
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$34K 0.01%
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$34K 0.01%
+2,400
773
$33K 0.01%
1,195
-100
774
$33K 0.01%
434
775
$33K 0.01%
849
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29 30
31
32 33