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
901
$22K 0.01%
1,733
+33
902
$22K 0.01%
1,500
903
$22K 0.01%
148
904
$22K 0.01%
2,200
905
$21K 0.01%
76
906
$21K 0.01%
449
907
$21K 0.01%
500
908
$21K 0.01%
589
909
$21K 0.01%
+1,200
910
$21K 0.01%
578
+144
911
$21K 0.01%
+146
912
$21K 0.01%
2,028
913
$21K 0.01%
257
+122
914
$21K 0.01%
410
915
$21K 0.01%
1,300
+1,000
916
$21K 0.01%
108
917
$21K 0.01%
529
-501
918
$20K 0.01%
1,185
+237
919
$20K 0.01%
299
920
$20K 0.01%
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921
$20K 0.01%
513
-509
922
$20K 0.01%
1,520
+20
923
$20K 0.01%
409
924
$20K 0.01%
363
+1
925
$20K 0.01%
319
35 36
37
38 39