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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$20K 0.01%
925
+55
927
$19K 0.01%
299
928
$19K 0.01%
481
-3,119
929
$19K 0.01%
1,283
930
$19K 0.01%
500
931
$19K 0.01%
7,150
-2,350
932
$19K 0.01%
790
+86
933
$19K 0.01%
704
934
$19K 0.01%
+882
935
$19K 0.01%
411
936
$19K 0.01%
208
937
$19K 0.01%
400
938
$19K 0.01%
687
939
$19K 0.01%
195
-189
940
$19K 0.01%
148
941
$18K ﹤0.01%
3,232
942
$18K ﹤0.01%
969
+54
943
$18K ﹤0.01%
685
944
$18K ﹤0.01%
409
+1
945
$18K ﹤0.01%
900
946
$18K ﹤0.01%
400
947
$18K ﹤0.01%
400
+200
948
$18K ﹤0.01%
708
949
$18K ﹤0.01%
47
-314
950
$18K ﹤0.01%
696
+172
36 37
38
39 40