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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
1326
$5K ﹤0.01%
494
1327
$5K ﹤0.01%
500
1328
$5K ﹤0.01%
223
+1
1329
$5K ﹤0.01%
62
-88
1330
$5K ﹤0.01%
240
+2
1331
$5K ﹤0.01%
50
1332
$5K ﹤0.01%
34
-1,170
1333
$5K ﹤0.01%
100
-100
1334
$5K ﹤0.01%
249
1335
$5K ﹤0.01%
333
-177
1336
$5K ﹤0.01%
250
1337
$5K ﹤0.01%
250
1338
$5K ﹤0.01%
147
1339
$5K ﹤0.01%
100
1340
$5K ﹤0.01%
105
+6
1341
$5K ﹤0.01%
+140
1342
$5K ﹤0.01%
342
1343
$5K ﹤0.01%
64
1344
$5K ﹤0.01%
70
1345
$5K ﹤0.01%
42
-240
1346
$5K ﹤0.01%
68
1347
$5K ﹤0.01%
+500
1348
$5K ﹤0.01%
6
1349
$5K ﹤0.01%
103
+35
1350
$5K ﹤0.01%
4,750
52 53
54
55 56