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
126
$1.7M 0.18%
27,623
-7,724
127
$1.67M 0.17%
33,363
+8,512
128
$1.66M 0.17%
18,687
+13,476
129
$1.66M 0.17%
18,441
-16
130
$1.66M 0.17%
53,157
-416
131
$1.65M 0.17%
13,976
+11
132
$1.63M 0.17%
22,819
+1,698
133
$1.62M 0.17%
35,241
+716
134
$1.6M 0.17%
18,745
-996
135
$1.6M 0.17%
23,944
136
$1.58M 0.16%
+24,306
137
$1.53M 0.16%
28,338
-1,148
138
$1.47M 0.15%
5,229
+2,268
139
$1.46M 0.15%
2,844
-13
140
$1.45M 0.15%
17,128
+965
141
$1.44M 0.15%
2,647
-84
142
$1.44M 0.15%
21,791
-34,920
143
$1.42M 0.15%
75,075
+2,285
144
$1.38M 0.14%
+70,814
145
$1.37M 0.14%
7,819
+595
146
$1.35M 0.14%
21,795
-581
147
$1.34M 0.14%
28,089
-16
148
$1.34M 0.14%
8,310
+109
149
$1.34M 0.14%
28,308
+3,329
150
$1.33M 0.14%
11,619
-366
4 5
6
7 8