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
$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
1476
$2K ﹤0.01%
92
+16
1477
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+500
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120
-538
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200
1480
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133
1481
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48
1482
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27
1483
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100
1485
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69
+1
1486
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500
1487
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37
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40
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42
1490
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37
1491
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10
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1493
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30
1494
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101
1495
$2K ﹤0.01%
43
-10,693
1496
$2K ﹤0.01%
12
1497
$2K ﹤0.01%
26
-1
1498
$2K ﹤0.01%
197
1499
$2K ﹤0.01%
11
-22
1500
$2K ﹤0.01%
14
58 59
60
61 62