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
101
$2.59M 0.27%
19,179
+5,024
102
$2.56M 0.27%
100,883
+717
103
$2.48M 0.26%
17,537
+624
104
$2.47M 0.26%
30,716
+1,661
105
$2.46M 0.26%
17,401
+707
106
$2.45M 0.25%
33,247
-11,483
107
$2.43M 0.25%
26,258
-734
108
$2.35M 0.25%
42,460
+36,242
109
$2.33M 0.24%
42,758
+3,543
110
$2.31M 0.24%
13,096
-123
111
$2.2M 0.23%
35,909
+6,078
112
$2.16M 0.22%
28,058
-3,240
113
$2.11M 0.22%
189,625
-534
114
$2.1M 0.22%
14,909
+833
115
$2.08M 0.22%
12,314
-3,882
116
$2M 0.21%
19,343
+1,056
117
$1.98M 0.21%
19,030
+509
118
$1.95M 0.2%
9,887
+324
119
$1.92M 0.2%
111,439
-1,684
120
$1.87M 0.2%
17,314
+2,487
121
$1.81M 0.19%
34,690
+152
122
$1.8M 0.19%
52,080
+15,400
123
$1.76M 0.18%
8,064
+308
124
$1.76M 0.18%
13,395
+1,043
125
$1.7M 0.18%
9,507
+214
3 4
5
6 7