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
151
$664K 0.16%
8,677
-529
152
$660K 0.16%
76,333
+2,701
153
$658K 0.16%
11,527
+150
154
$657K 0.16%
4,538
-226
155
$653K 0.16%
4,758
-427
156
$651K 0.16%
4,928
+5
157
$639K 0.16%
12,201
+1,597
158
$637K 0.15%
5,562
-77
159
$637K 0.15%
12,636
-491
160
$635K 0.15%
50,367
-7,797
161
$633K 0.15%
28,596
-530
162
$632K 0.15%
1,537
-1,154
163
$629K 0.15%
7,596
+91
164
$628K 0.15%
5,813
-148
165
$626K 0.15%
3,133
-1,427
166
$619K 0.15%
55,638
+1,049
167
$615K 0.15%
232
-42
168
$614K 0.15%
35,049
+7,291
169
$614K 0.15%
4,395
-233
170
$610K 0.15%
5,971
-1,026
171
$610K 0.15%
53,503
+3,164
172
$607K 0.15%
29,998
+5,311
173
$606K 0.15%
22,460
-1,501
174
$603K 0.15%
17,208
+520
175
$602K 0.15%
2,696
+218
5 6
7
8 9