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
476
$112K 0.01%
23,140
477
$98K 0.01%
1,591
+2
478
$71K 0.01%
28,995
479
$67K 0.01%
21,596
+900
480
$61K 0.01%
626
+370
481
$43K ﹤0.01%
17,077
+1,846
482
$36K ﹤0.01%
10,000
483
$31K ﹤0.01%
11,077
484
$4K ﹤0.01%
+21,377
485
– –
-2,448
486
– –
-2,753
487
– –
-9,148
488
– –
-33,342
489
– –
-3,233
490
– –
-2,859
491
– –
-25,350
492
– –
-540
493
– –
-10,056
494
– –
-1,016
495
– –
-661
496
– –
-6,688
497
– –
-481
498
– –
-4,761
499
– –
-3,449
500
– –
-622
18 19
20
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