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
26
$8.49M 0.88%
355,600
+23,713
27
$8.49M 0.88%
91,870
-10,650
28
$8M 0.83%
231,646
+8,110
29
$7.71M 0.8%
97,001
+2,500
30
$7.36M 0.77%
116,271
+941
31
$7.15M 0.74%
231,199
+20,826
32
$7.1M 0.74%
170,461
+6,272
33
$6.75M 0.7%
134,544
+6,015
34
$6.46M 0.67%
139,424
+5,050
35
$6.36M 0.66%
158,550
+8,160
36
$6.14M 0.64%
98,902
+6,757
37
$6M 0.63%
128,252
+4,072
38
$5.93M 0.62%
152,756
+6,719
39
$5.91M 0.62%
62,145
-849
40
$5.9M 0.61%
246,826
+750
41
$5.83M 0.61%
23,596
+1,541
42
$5.75M 0.6%
274,093
-72,908
43
$5.65M 0.59%
39,037
+1,780
44
$5.46M 0.57%
52,994
+789
45
$5.46M 0.57%
48,895
+3,983
46
$5.44M 0.57%
60,592
+7,701
47
$5.29M 0.55%
49,724
-3,599
48
$5.29M 0.55%
127,638
+5,252
49
$5.27M 0.55%
27,961
+2,517
50
$5.23M 0.54%
68,251
+3,218
1
2
3 4 5