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
976
$17K ﹤0.01%
+1,200
977
$17K ﹤0.01%
200
978
$17K ﹤0.01%
882
979
$17K ﹤0.01%
1,162
+14
980
$17K ﹤0.01%
200
981
$17K ﹤0.01%
1,000
982
$16K ﹤0.01%
77
+8
983
$16K ﹤0.01%
543
+200
984
$16K ﹤0.01%
238
+38
985
$16K ﹤0.01%
589
-994
986
$16K ﹤0.01%
128
987
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262
-480
988
$16K ﹤0.01%
550
-350
989
$16K ﹤0.01%
862
990
$16K ﹤0.01%
255
991
$16K ﹤0.01%
410
+20
992
$16K ﹤0.01%
667
+109
993
$16K ﹤0.01%
351
-60
994
$16K ﹤0.01%
1,012
995
$16K ﹤0.01%
1,000
996
$16K ﹤0.01%
173
997
$16K ﹤0.01%
2,400
998
$16K ﹤0.01%
272
999
$16K ﹤0.01%
307
+100
1000
$16K ﹤0.01%
312
38 39
40
41 42