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
1126
$9K ﹤0.01%
124
+47
1127
$9K ﹤0.01%
187
1128
$9K ﹤0.01%
200
1129
$9K ﹤0.01%
600
1130
$9K ﹤0.01%
592
1131
$9K ﹤0.01%
167
-124
1132
$9K ﹤0.01%
783
-996
1133
$9K ﹤0.01%
+240
1134
$9K ﹤0.01%
400
1135
$9K ﹤0.01%
355
+150
1136
$9K ﹤0.01%
160
1137
$9K ﹤0.01%
1,006
1138
$9K ﹤0.01%
+3,000
1139
$9K ﹤0.01%
353
1140
$9K ﹤0.01%
472
1141
$9K ﹤0.01%
446
-85
1142
$9K ﹤0.01%
552
1143
$9K ﹤0.01%
177
+66
1144
$9K ﹤0.01%
369
-60
1145
$9K ﹤0.01%
16
1146
$9K ﹤0.01%
312
+2
1147
$9K ﹤0.01%
200
1148
$9K ﹤0.01%
300
1149
$9K ﹤0.01%
+1,450
1150
$9K ﹤0.01%
330
44 45
46
47 48