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
1401
$4K ﹤0.01%
300
1402
$4K ﹤0.01%
162
-2,816
1403
$4K ﹤0.01%
208
1404
$4K ﹤0.01%
29
1405
$4K ﹤0.01%
192
+1
1406
$4K ﹤0.01%
+6
1407
$4K ﹤0.01%
150
+95
1408
$4K ﹤0.01%
800
-2,600
1409
$4K ﹤0.01%
528
1410
$4K ﹤0.01%
104
-144
1411
$4K ﹤0.01%
250
1412
$4K ﹤0.01%
266
1413
$4K ﹤0.01%
188
1414
$4K ﹤0.01%
679
-8
1415
$3K ﹤0.01%
37
1416
$3K ﹤0.01%
9
1417
$3K ﹤0.01%
119
1418
$3K ﹤0.01%
+10
1419
$3K ﹤0.01%
94
1420
$3K ﹤0.01%
125
1421
$3K ﹤0.01%
82
1422
$3K ﹤0.01%
50
1423
$3K ﹤0.01%
55
+1
1424
$3K ﹤0.01%
65
1425
$3K ﹤0.01%
200
55 56
57
58 59