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
326
$389K 0.04%
3,109
-7,456
327
$388K 0.04%
1,187
-71
328
$387K 0.04%
2,711
-255
329
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$378K 0.04%
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331
$375K 0.04%
8,662
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332
$372K 0.04%
6,489
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333
$371K 0.04%
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+13,552
334
$371K 0.04%
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335
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15,266
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336
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3,869
337
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2,709
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338
$363K 0.04%
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339
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340
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341
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342
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343
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344
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345
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346
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347
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+8,498
348
$346K 0.04%
8,425
-19
349
$344K 0.04%
5,552
+836
350
$343K 0.04%
5,460
+199
12 13
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15 16