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RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
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
+$9.04M
2
+$5.63M
3
+$2.03M
4
AFI
Armstrong Flooring, Inc.
AFI
+$858K
5
CSL icon
Carlisle Companies
CSL
+$556K

Top Sells

1
+$1.76M
2
+$1.19M
3
+$938K
4
PEG icon
Public Service Enterprise Group
PEG
+$791K
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$677K

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
951
$18K ﹤0.01%
47
-314
952
$18K ﹤0.01%
696
+172
953
$18K ﹤0.01%
1,100
+551
954
$18K ﹤0.01%
909
955
$18K ﹤0.01%
244
956
$18K ﹤0.01%
648
-384
957
$18K ﹤0.01%
430
-120
958
$18K ﹤0.01%
1,183
-38
959
$18K ﹤0.01%
1,183
960
$18K ﹤0.01%
+2,000
961
$18K ﹤0.01%
250
962
$18K ﹤0.01%
455
963
$17K ﹤0.01%
80
964
$17K ﹤0.01%
500
-437
965
$17K ﹤0.01%
600
966
$17K ﹤0.01%
570
967
$17K ﹤0.01%
200
968
$17K ﹤0.01%
380
969
$17K ﹤0.01%
480
970
$17K ﹤0.01%
1,000
971
$17K ﹤0.01%
+1,012
972
$17K ﹤0.01%
+2,000
973
$17K ﹤0.01%
1,000
974
$17K ﹤0.01%
700
975
$17K ﹤0.01%
1,430
37 38
39
40 41