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
1326
$5K ﹤0.01%
123
1327
$5K ﹤0.01%
15
-118
1328
$5K ﹤0.01%
20
-109
1329
$5K ﹤0.01%
249
1330
$5K ﹤0.01%
147
-120
1331
$5K ﹤0.01%
100
1332
$5K ﹤0.01%
99
1333
$5K ﹤0.01%
342
1334
$5K ﹤0.01%
177
-430
1335
$5K ﹤0.01%
200
1336
$5K ﹤0.01%
163
+3
1337
$5K ﹤0.01%
65
-35
1338
$5K ﹤0.01%
127
1339
$5K ﹤0.01%
63
1340
$5K ﹤0.01%
+1,000
1341
$5K ﹤0.01%
33
-9
1342
$5K ﹤0.01%
+200
1343
$5K ﹤0.01%
116
1344
$5K ﹤0.01%
68
1345
$5K ﹤0.01%
239
+2
1346
$5K ﹤0.01%
103
1347
$5K ﹤0.01%
194
1348
$5K ﹤0.01%
515
1349
$5K ﹤0.01%
+51
1350
$5K ﹤0.01%
325
-1,650
52 53
54
55 56