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
401
$261K 0.03%
4,552
+45
402
$259K 0.03%
6,546
-58
403
$258K 0.03%
5,166
-232
404
$257K 0.03%
805
+31
405
$257K 0.03%
14,240
-4,308
406
$254K 0.03%
1,475
+1
407
$253K 0.03%
1,294
+10
408
$250K 0.03%
581
+101
409
$248K 0.03%
8,552
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410
$248K 0.03%
12,570
-296
411
$248K 0.03%
1,028
-131
412
$248K 0.03%
7,167
-3,012
413
$248K 0.03%
1,054
-14
414
$247K 0.03%
5,699
-2,671
415
$245K 0.03%
2,916
-134
416
$245K 0.03%
8,675
417
$244K 0.03%
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418
$244K 0.03%
1,241
+1
419
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3,120
+12
420
$240K 0.03%
1,782
421
$239K 0.02%
1,901
-890
422
$239K 0.02%
8,922
+78
423
$238K 0.02%
1,134
-7
424
$236K 0.02%
5,610
+240
425
$235K 0.02%
2,579
+545
15 16
17
18 19