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
1301
$5K ﹤0.01%
60
1302
$5K ﹤0.01%
25
1303
$5K ﹤0.01%
86
1304
$5K ﹤0.01%
+1,000
1305
$5K ﹤0.01%
355
1306
$5K ﹤0.01%
60
1307
$5K ﹤0.01%
84
1308
$5K ﹤0.01%
124
-284
1309
$5K ﹤0.01%
18
1310
$5K ﹤0.01%
80
1311
$5K ﹤0.01%
400
-400
1312
$5K ﹤0.01%
158
1313
$5K ﹤0.01%
494
1314
$5K ﹤0.01%
500
1315
$5K ﹤0.01%
162
1316
$5K ﹤0.01%
222
+74
1317
$5K ﹤0.01%
434
1318
$5K ﹤0.01%
31
1319
$5K ﹤0.01%
238
-18
1320
$5K ﹤0.01%
389
1321
$5K ﹤0.01%
50
1322
$5K ﹤0.01%
64
1323
$5K ﹤0.01%
250
1324
$5K ﹤0.01%
200
-500
1325
$5K ﹤0.01%
390
-1,807
51 52
53
54 55