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
176
$1.03M 0.11%
3,170
+642
177
$1.03M 0.11%
31,741
-34,707
178
$1.02M 0.11%
14,314
-7
179
$1.02M 0.11%
48,840
+7,863
180
$1.01M 0.11%
22,611
-129
181
$1.01M 0.11%
18,236
+7,636
182
$1.01M 0.11%
26,018
-2,089
183
$1M 0.1%
23,555
-154
184
$1M 0.1%
40,638
-1,179
185
$1M 0.1%
4,455
+1,008
186
$999K 0.1%
7,822
-298
187
$991K 0.1%
8,625
+5,192
188
$983K 0.1%
9,045
+608
189
$983K 0.1%
16,920
-119
190
$981K 0.1%
56,131
-1,267
191
$977K 0.1%
5,666
+640
192
$976K 0.1%
19,351
-336
193
$972K 0.1%
55,318
-22,435
194
$965K 0.1%
8,491
+14
195
$963K 0.1%
10,185
-91
196
$955K 0.1%
30,567
-953
197
$942K 0.1%
32,062
-482
198
$942K 0.1%
27,590
-295
199
$936K 0.1%
18,144
+170
200
$934K 0.1%
12,990
+2,758
6 7
8
9 10