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
1176
$8K ﹤0.01%
266
1177
$8K ﹤0.01%
200
-100
1178
$8K ﹤0.01%
438
1179
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799
+180
1180
$8K ﹤0.01%
466
-6,373
1181
$8K ﹤0.01%
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1182
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325
1183
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1184
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150
1185
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120
-25
1186
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160
+140
1187
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335
-149
1188
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102
-2
1189
$8K ﹤0.01%
310
-60
1190
$8K ﹤0.01%
74
+11
1191
$8K ﹤0.01%
+120
1192
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385
-64
1193
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152
-31
1194
$8K ﹤0.01%
510
1195
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197
+4
1196
$8K ﹤0.01%
200
1197
$8K ﹤0.01%
540
1198
$8K ﹤0.01%
400
-600
1199
$8K ﹤0.01%
1,805
1200
$8K ﹤0.01%
750
-11,000
46 47
48
49 50