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
201
$926K 0.1%
11,583
-188
202
$916K 0.1%
37,198
-10,414
203
$897K 0.09%
8,587
-632
204
$892K 0.09%
7,364
+1,129
205
$887K 0.09%
11,596
-772
206
$881K 0.09%
5,036
-44
207
$875K 0.09%
16,736
208
$869K 0.09%
15,641
+5
209
$869K 0.09%
7,232
+1,448
210
$853K 0.09%
26,023
+2,048
211
$849K 0.09%
6,390
+189
212
$845K 0.09%
23,880
-417
213
$833K 0.09%
9,360
-172
214
$828K 0.09%
9,101
+155
215
$805K 0.08%
2,552
-5
216
$803K 0.08%
3,299
-484
217
$797K 0.08%
15,742
+450
218
$795K 0.08%
6,200
+350
219
$792K 0.08%
6,231
-713
220
$780K 0.08%
17,619
+1,199
221
$778K 0.08%
11,099
-4,121
222
$776K 0.08%
5,648
+152
223
$775K 0.08%
15,549
-223
224
$768K 0.08%
5,164
-598
225
$765K 0.08%
15,350
-201,476
7 8
9
10 11