RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
This Quarter Return
-0.38%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$424M
AUM Growth
+$424M
(+0.63%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
25.23%
Holding
428
New
31
Increased
225
Reduced
110
Closed
22
Top Buys
| 1 |
Albemarle
ALB
|
$6.1M |
| 2 |
NVIDIA
NVDA
|
$4.63M |
| 3 |
Apple
AAPL
|
$1.04M |
| 4 |
Amazon
AMZN
|
$834K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$703K |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$2.72M |
| 2 |
Virgin Galactic
SPCE
|
$1.69M |
| 3 |
GE Aerospace
GE
|
$1.51M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$1.07M |
| 5 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$1.07M |
Sector Composition
| 1 | Technology | 18.54% |
| 2 | Consumer Discretionary | 10.62% |
| 3 | Financials | 9.28% |
| 4 | Communication Services | 7% |
| 5 | Consumer Staples | 6.31% |
