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
451
$212K 0.02%
2,724
-74
452
$210K 0.02%
+449
453
$210K 0.02%
8,374
454
$208K 0.02%
3,917
+6
455
$207K 0.02%
7,621
+15
456
$206K 0.02%
+3,506
457
$206K 0.02%
3,366
-159
458
$204K 0.02%
3,222
+3
459
$203K 0.02%
2,400
+64
460
$202K 0.02%
+4,415
461
$201K 0.02%
2,761
-331
462
$200K 0.02%
4,379
-984
463
$200K 0.02%
9,846
-40
464
$200K 0.02%
2,958
+1
465
$199K 0.02%
80,658
-3,804
466
$197K 0.02%
10,121
-2,250
467
$182K 0.02%
19,673
-207
468
$176K 0.02%
21,147
469
$168K 0.02%
31,886
+3,623
470
$161K 0.02%
11,500
-1,200
471
$135K 0.01%
19,348
+3,274
472
$132K 0.01%
20,700
+3,500
473
$131K 0.01%
15,750
+500
474
$125K 0.01%
14,000
475
$121K 0.01%
10,461
-320
17 18
19
20 21