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
876
$23K 0.01%
472
+4
877
$23K 0.01%
1,329
-2,873
878
$23K 0.01%
200
879
$23K 0.01%
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880
$23K 0.01%
209
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881
$23K 0.01%
585
882
$23K 0.01%
157
+1
883
$23K 0.01%
427
884
$23K 0.01%
260
885
$23K 0.01%
1,122
+98
886
$22K 0.01%
783
887
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180
888
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889
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890
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891
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893
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894
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895
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897
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899
$22K 0.01%
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900
$22K 0.01%
400
34 35
36
37 38