RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.54M
3
+$2.63M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.01M

Top Sells

1
+$10M
2
+$2.3M
3
+$1.6M
4
NOC icon
Northrop Grumman
NOC
+$1.6M
5
LYFT icon
Lyft
LYFT
+$1.58M

Sector Composition

1 Technology 6.71%
2 Healthcare 6.16%
3 Consumer Staples 4.4%
4 Consumer Discretionary 3.3%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$724K 0.08%
8,806
+77
227
$717K 0.07%
37,905
+30
228
$715K 0.07%
+20,991
229
$714K 0.07%
+10,296
230
$714K 0.07%
27,394
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231
$713K 0.07%
24,757
-1,490
232
$710K 0.07%
14,904
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233
$709K 0.07%
34,419
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234
$705K 0.07%
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235
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15,425
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236
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7,573
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237
$694K 0.07%
13,400
238
$686K 0.07%
6,208
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239
$675K 0.07%
11,623
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240
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26,184
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241
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28,269
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243
$661K 0.07%
6,468
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245
$648K 0.07%
18,895
-2,347
246
$631K 0.07%
9,030
+18
247
$631K 0.07%
21,113
-7,096
248
$626K 0.07%
49,857
-6,286
249
$617K 0.06%
29,636
-2,095
250
$613K 0.06%
12,379
-1,008
8 9
10
11 12