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
826
$28K 0.01%
746
+646
827
$28K 0.01%
198
828
$27K 0.01%
3,210
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829
$27K 0.01%
265
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830
$27K 0.01%
+313
831
$27K 0.01%
575
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832
$27K 0.01%
1,700
+952
833
$27K 0.01%
1,610
+310
834
$27K 0.01%
311
835
$27K 0.01%
2,030
836
$27K 0.01%
571
837
$27K 0.01%
671
838
$26K 0.01%
442
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839
$26K 0.01%
281
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840
$26K 0.01%
800
841
$26K 0.01%
300
842
$26K 0.01%
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843
$26K 0.01%
244
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$26K 0.01%
240
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$26K 0.01%
280
847
$26K 0.01%
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848
$25K 0.01%
2,600
849
$25K 0.01%
1,550
850
$25K 0.01%
900
32 33
34
35 36