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
1151
$10K ﹤0.01%
+7,409
1152
$10K ﹤0.01%
9,003
1153
$9K ﹤0.01%
+139
1154
$9K ﹤0.01%
152
1155
$9K ﹤0.01%
147
1156
$9K ﹤0.01%
400
1157
$9K ﹤0.01%
124
1158
$9K ﹤0.01%
165
-8
1159
$9K ﹤0.01%
113
-1,570
1160
$9K ﹤0.01%
169
1161
$9K ﹤0.01%
634
1162
$9K ﹤0.01%
160
1163
$9K ﹤0.01%
586
-585
1164
$9K ﹤0.01%
1,006
1165
$9K ﹤0.01%
+300
1166
$9K ﹤0.01%
552
1167
$9K ﹤0.01%
369
1168
$9K ﹤0.01%
16
1169
$9K ﹤0.01%
152
1170
$9K ﹤0.01%
315
+3
1171
$9K ﹤0.01%
300
1172
$9K ﹤0.01%
300
-567
1173
$9K ﹤0.01%
1,450
1174
$9K ﹤0.01%
100
1175
$9K ﹤0.01%
48
45 46
47
48 49