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
1551
$1K ﹤0.01%
27
-100
1552
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5
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5
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1555
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+30
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1559
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1560
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100
-207
1561
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29
+3
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125
1565
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96
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83
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450
1569
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350
+150
1571
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4,959
-200
1572
$1K ﹤0.01%
+150
1573
$1K ﹤0.01%
19
1574
$1K ﹤0.01%
211
1575
$1K ﹤0.01%
31
61 62
63
64 65