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
76
$3.48M 0.36%
40,839
-911
77
$3.45M 0.36%
93,170
+2,328
78
$3.32M 0.35%
29,510
+1,076
79
$3.32M 0.35%
12,146
+628
80
$3.26M 0.34%
21,293
+2,091
81
$3.01M 0.31%
71,951
-1,246
82
$3M 0.31%
17,981
+1,433
83
$3M 0.31%
6,249
+54
84
$2.96M 0.31%
23,276
-851
85
$2.83M 0.29%
23,763
+1,483
86
$2.81M 0.29%
29,725
+2,140
87
$2.78M 0.29%
24,399
-868
88
$2.75M 0.29%
18,079
+41
89
$2.74M 0.29%
28,540
-2,159
90
$2.74M 0.29%
73,279
-1,640
91
$2.7M 0.28%
12,848
+211
92
$2.69M 0.28%
29,712
+2,440
93
$2.69M 0.28%
15,979
-682
94
$2.69M 0.28%
26,459
-2,807
95
$2.67M 0.28%
32,186
+27,366
96
$2.65M 0.28%
94,877
+1,287
97
$2.61M 0.27%
54,116
+3,365
98
$2.61M 0.27%
13,239
-487
99
$2.6M 0.27%
109,856
100
$2.6M 0.27%
75,348
+606
2 3
4
5 6