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
51
$5.23M 0.54%
68,101
-140
52
$5.19M 0.54%
56,960
+651
53
$5.07M 0.53%
63,302
+353
54
$5.06M 0.53%
46,400
+11,100
55
$5.01M 0.52%
120,233
+109,002
56
$4.91M 0.51%
141,121
+8,419
57
$4.64M 0.48%
106,927
+8,329
58
$4.64M 0.48%
111,026
+10,446
59
$4.62M 0.48%
83,480
+13,075
60
$4.56M 0.47%
25,982
+3,116
61
$4.3M 0.45%
175,637
-2,514
62
$4.29M 0.45%
33,121
+173
63
$4.22M 0.44%
83,148
+13,012
64
$4.17M 0.43%
12,013
+1,665
65
$4.03M 0.42%
40,074
+13,581
66
$4.01M 0.42%
89,784
+4,736
67
$3.97M 0.41%
41,375
-700
68
$3.92M 0.41%
66,587
+5,646
69
$3.9M 0.41%
256,920
-11,330
70
$3.87M 0.4%
61,500
+2,585
71
$3.86M 0.4%
77,302
+1,493
72
$3.84M 0.4%
138,260
+5,851
73
$3.74M 0.39%
82,620
+95
74
$3.65M 0.38%
34,023
+78
75
$3.63M 0.38%
89,490
+20,220
1 2
3
4 5