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
976
$16K ﹤0.01%
272
+161
977
$16K ﹤0.01%
700
978
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2,000
979
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558
+4
980
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128
981
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+160
982
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750
983
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862
984
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845
-70
985
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434
-681
986
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104
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987
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988
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558
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989
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848
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990
$16K ﹤0.01%
1,000
991
$16K ﹤0.01%
173
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992
$15K ﹤0.01%
1,540
993
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200
994
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330
995
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275
996
$15K ﹤0.01%
1,171
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997
$15K ﹤0.01%
+161
998
$15K ﹤0.01%
390
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999
$15K ﹤0.01%
300
1000
$15K ﹤0.01%
240
+1
38 39
40
41 42