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
426
$235K 0.02%
+4,564
427
$234K 0.02%
4,946
-367
428
$233K 0.02%
6,925
-56
429
$232K 0.02%
8,704
+87
430
$232K 0.02%
2,770
-68
431
$232K 0.02%
2,651
-3,179
432
$231K 0.02%
6,027
+14
433
$229K 0.02%
13,650
+450
434
$229K 0.02%
6,470
-1,085
435
$228K 0.02%
+2,145
436
$223K 0.02%
+2,548
437
$223K 0.02%
1,623
-59
438
$222K 0.02%
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-329
439
$220K 0.02%
4,638
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440
$219K 0.02%
12,215
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441
$217K 0.02%
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442
$216K 0.02%
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444
$216K 0.02%
3,357
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445
$215K 0.02%
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446
$215K 0.02%
926
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447
$214K 0.02%
5,061
-29
448
$213K 0.02%
7,512
-126
449
$212K 0.02%
+1,528
450
$212K 0.02%
13,637
+9
16 17
18
19 20