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
1426
$3K ﹤0.01%
+65
1427
$3K ﹤0.01%
199
+11
1428
$3K ﹤0.01%
571
1429
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83
-200
1430
$3K ﹤0.01%
175
1431
$3K ﹤0.01%
60
1432
$3K ﹤0.01%
47
1433
$3K ﹤0.01%
38
1434
$3K ﹤0.01%
9
1435
$3K ﹤0.01%
119
1436
$3K ﹤0.01%
31
+9
1437
$3K ﹤0.01%
65
1438
$3K ﹤0.01%
55
1439
$3K ﹤0.01%
40
1440
$3K ﹤0.01%
17
1441
$3K ﹤0.01%
71
1442
$3K ﹤0.01%
300
1443
$3K ﹤0.01%
66
1444
$3K ﹤0.01%
200
1445
$3K ﹤0.01%
789
1446
$3K ﹤0.01%
24
1447
$3K ﹤0.01%
7
1448
$3K ﹤0.01%
48
1449
$3K ﹤0.01%
53
1450
$3K ﹤0.01%
27
-98
56 57
58
59 60