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
151
$1.32M 0.14%
2,774
+266
152
$1.31M 0.14%
48,885
+170
153
$1.31M 0.14%
5,607
-243
154
$1.3M 0.14%
11,900
+1,060
155
$1.28M 0.13%
7,775
-10
156
$1.27M 0.13%
12,072
+3,880
157
$1.26M 0.13%
+52,352
158
$1.26M 0.13%
26,205
+3,561
159
$1.26M 0.13%
32,993
-16,963
160
$1.25M 0.13%
69,877
+260
161
$1.24M 0.13%
25,823
+540
162
$1.23M 0.13%
8,224
+251
163
$1.23M 0.13%
2,018
+14
164
$1.22M 0.13%
13,345
+786
165
$1.19M 0.12%
25,766
-385
166
$1.17M 0.12%
69,678
+8,902
167
$1.17M 0.12%
11,962
-495
168
$1.15M 0.12%
4,191
-545
169
$1.14M 0.12%
6,261
+340
170
$1.13M 0.12%
18,727
-515
171
$1.13M 0.12%
12,812
-318
172
$1.07M 0.11%
+10,215
173
$1.07M 0.11%
8,120
-75
174
$1.06M 0.11%
24,975
-404
175
$1.04M 0.11%
7,712
+333
5 6
7
8 9