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
1276
$6K ﹤0.01%
150
1277
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200
1278
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250
1279
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1280
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1281
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1282
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37
1283
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405
+100
1284
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1285
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48
1286
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70
1287
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1288
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110
1289
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75
-25
1290
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200
1291
$6K ﹤0.01%
3,200
1292
$6K ﹤0.01%
47
1293
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1,000
1294
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1,500
1295
$6K ﹤0.01%
816
1296
$5K ﹤0.01%
+34
1297
$5K ﹤0.01%
77
1298
$5K ﹤0.01%
70
+1
1299
$5K ﹤0.01%
173
1300
$5K ﹤0.01%
70
50 51
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53 54