RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.76M
3
+$2.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.03M
5
ALB icon
Albemarle
ALB
+$1.69M

Top Sells

1
+$3.17M
2
+$2.52M
3
+$1.81M
4
AAPL icon
Apple
AAPL
+$1.19M
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$1.09M

Sector Composition

1 Technology 16.93%
2 Financials 8.99%
3 Consumer Discretionary 7.8%
4 Communication Services 6.64%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$836K 0.2%
340
+4
127
$832K 0.2%
4,221
+632
128
$831K 0.2%
8,339
-1,518
129
$824K 0.2%
17,577
-5,835
130
$796K 0.19%
4,881
-829
131
$785K 0.19%
19,459
+229
132
$778K 0.19%
11,664
-2,064
133
$777K 0.19%
2,866
+5
134
$768K 0.19%
6,720
-440
135
$753K 0.18%
9,169
+870
136
$750K 0.18%
5,791
+127
137
$745K 0.18%
14,528
-556
138
$730K 0.18%
17,293
+120
139
$718K 0.17%
8,396
-602
140
$717K 0.17%
10,615
+823
141
$713K 0.17%
15,700
-1,075
142
$692K 0.17%
4,036
-307
143
$688K 0.17%
7,825
-913
144
$675K 0.16%
10,820
-3,205
145
$675K 0.16%
9,079
+613
146
$672K 0.16%
12,706
+1,940
147
$672K 0.16%
2,941
-124
148
$669K 0.16%
6,610
-121
149
$668K 0.16%
12,182
+2,870
150
$665K 0.16%
6,789
+329
4 5
6
7 8