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
1226
$7K ﹤0.01%
1,200
+1,000
1227
$7K ﹤0.01%
+700
1228
$7K ﹤0.01%
221
+12
1229
$7K ﹤0.01%
86
1230
$7K ﹤0.01%
489
1231
$7K ﹤0.01%
1,000
1232
$7K ﹤0.01%
2,040
1233
$7K ﹤0.01%
124
1234
$7K ﹤0.01%
50
1235
$7K ﹤0.01%
424
+8
1236
$7K ﹤0.01%
78
1237
$7K ﹤0.01%
50
1238
$7K ﹤0.01%
53
1239
$7K ﹤0.01%
+130
1240
$7K ﹤0.01%
89
+52
1241
$7K ﹤0.01%
744
-55
1242
$7K ﹤0.01%
325
1243
$7K ﹤0.01%
204
1244
$7K ﹤0.01%
325
1245
$7K ﹤0.01%
46
-320
1246
$7K ﹤0.01%
675
1247
$7K ﹤0.01%
290
-20
1248
$7K ﹤0.01%
875
1249
$7K ﹤0.01%
30
1250
$7K ﹤0.01%
94
-391
48 49
50
51 52