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
1376
$4K ﹤0.01%
43
-50
1377
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85
+1
1378
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70
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+1,000
1380
$4K ﹤0.01%
+50
1381
$4K ﹤0.01%
265
1382
$4K ﹤0.01%
1,925
-4,826
1383
$4K ﹤0.01%
48
1384
$4K ﹤0.01%
168
1385
$4K ﹤0.01%
150
1386
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48
-252
1387
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349
-215
1388
$4K ﹤0.01%
15
1389
$4K ﹤0.01%
300
-397
1390
$4K ﹤0.01%
142
-16
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$4K ﹤0.01%
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1392
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1393
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1394
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282
-197
1395
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204
1396
$4K ﹤0.01%
83
-259
1397
$4K ﹤0.01%
70
-100
1398
$4K ﹤0.01%
110
-1,305
1399
$4K ﹤0.01%
41
1400
$4K ﹤0.01%
127
54 55
56
57 58