We are live on ! Find out more
RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
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
+$988K
2
+$590K
3
+$581K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$535K
5
WORK
Slack Technologies, Inc.
WORK
+$519K

Top Sells

1
+$8.82M
2
+$7.98M
3
+$2.4M
4
AMP icon
Ameriprise Financial
AMP
+$2.29M
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
1251
$7K ﹤0.01%
875
1252
$7K ﹤0.01%
30
1253
$7K ﹤0.01%
94
-391
1254
$7K ﹤0.01%
480
1255
$7K ﹤0.01%
415
1256
$7K ﹤0.01%
37
1257
$7K ﹤0.01%
133
1258
$7K ﹤0.01%
405
1259
$7K ﹤0.01%
186
1260
$7K ﹤0.01%
47
+1
1261
$7K ﹤0.01%
305
1262
$7K ﹤0.01%
237
+74
1263
$7K ﹤0.01%
175
1264
$7K ﹤0.01%
137
1265
$7K ﹤0.01%
72
1266
$7K ﹤0.01%
88
-296
1267
$7K ﹤0.01%
160
1268
$7K ﹤0.01%
150
1269
$7K ﹤0.01%
176
1270
$7K ﹤0.01%
200
1271
$7K ﹤0.01%
1,200
+1,000
1272
$7K ﹤0.01%
327
1273
$7K ﹤0.01%
250
1274
$6K ﹤0.01%
11
1275
$6K ﹤0.01%
1,093
49 50
51
52 53