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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
1426
$3K ﹤0.01%
65
1427
$3K ﹤0.01%
40
1428
$3K ﹤0.01%
17
1429
$3K ﹤0.01%
71
1430
$3K ﹤0.01%
300
1431
$3K ﹤0.01%
66
1432
$3K ﹤0.01%
125
1433
$3K ﹤0.01%
169
+2
1434
$3K ﹤0.01%
+61
1435
$3K ﹤0.01%
52
1436
$3K ﹤0.01%
93
1437
$3K ﹤0.01%
167
1438
$3K ﹤0.01%
94
1439
$3K ﹤0.01%
42
1440
$3K ﹤0.01%
110
1441
$3K ﹤0.01%
41
1442
$3K ﹤0.01%
+16
1443
$3K ﹤0.01%
210
1444
$3K ﹤0.01%
101
1445
$3K ﹤0.01%
200
1446
$3K ﹤0.01%
789
1447
$3K ﹤0.01%
24
1448
$3K ﹤0.01%
7
1449
$3K ﹤0.01%
48
1450
$3K ﹤0.01%
53
56 57
58
59 60