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
1276
$6K ﹤0.01%
1,000
1277
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300
1278
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528
1279
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42
-9
1280
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1281
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+300
1283
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+40
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1,000
1286
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110
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178
+51
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257
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1291
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2,500
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41
+17
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150
1297
$6K ﹤0.01%
1,061
1298
$6K ﹤0.01%
90
1299
$6K ﹤0.01%
434
1300
$6K ﹤0.01%
223
50 51
52
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