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
751
$4.22K ﹤0.01%
+60
752
$4.2K ﹤0.01%
+92
753
$4.15K ﹤0.01%
+34
754
$4.15K ﹤0.01%
43
-3,314
755
$4.1K ﹤0.01%
+75
756
$3.96K ﹤0.01%
+84
757
$3.9K ﹤0.01%
+62
758
$3.8K ﹤0.01%
+100
759
$3.73K ﹤0.01%
+73
760
$3.7K ﹤0.01%
+102
761
$3.62K ﹤0.01%
+160
762
$3.58K ﹤0.01%
+40
763
$3.55K ﹤0.01%
+83
764
$3.47K ﹤0.01%
+100
765
$3.36K ﹤0.01%
+55
766
$3.27K ﹤0.01%
+127
767
$3.25K ﹤0.01%
+101
768
$3.08K ﹤0.01%
+102
769
$3.01K ﹤0.01%
+105
770
$2.91K ﹤0.01%
+20
771
$2.88K ﹤0.01%
+163
772
$2.81K ﹤0.01%
+47
773
$2.71K ﹤0.01%
+45
774
$2.67K ﹤0.01%
+83
775
$2.59K ﹤0.01%
+100
29 30
31
32 33