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
1351
$5K ﹤0.01%
342
1352
$5K ﹤0.01%
65
1353
$5K ﹤0.01%
70
1354
$5K ﹤0.01%
42
-240
1355
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68
1356
$5K ﹤0.01%
241
+2
1357
$5K ﹤0.01%
+500
1358
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6
1359
$5K ﹤0.01%
103
1360
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104
1361
$5K ﹤0.01%
103
+35
1362
$5K ﹤0.01%
4,750
1363
$5K ﹤0.01%
9,058
1364
$5K ﹤0.01%
242
1365
$4K ﹤0.01%
95
1366
$4K ﹤0.01%
57
1367
$4K ﹤0.01%
77
1368
$4K ﹤0.01%
180
1369
$4K ﹤0.01%
+75
1370
$4K ﹤0.01%
150
1371
$4K ﹤0.01%
225
-4,177
1372
$4K ﹤0.01%
69
-1,115
1373
$4K ﹤0.01%
+175
1374
$4K ﹤0.01%
265
1375
$4K ﹤0.01%
48
53 54
55
56 57