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
1
$47.9M 4.99%
126,390
+4,602
2
$21.1M 2.19%
301,313
+5,477
3
$19M 1.98%
138,939
-1,858
4
$17.6M 1.83%
534,557
-4,948
5
$16.4M 1.7%
63,714
+1,635
6
$16M 1.67%
145,724
-5,361
7
$15.6M 1.62%
153,675
+124,768
8
$15M 1.56%
213,187
-3,495
9
$14.9M 1.55%
39,478
-262
10
$14.5M 1.51%
94,474
+1,244
11
$13.5M 1.41%
48,157
+3,806
12
$13.3M 1.38%
307,115
+20,874
13
$12.5M 1.3%
149,103
+8,099
14
$12M 1.25%
67,804
+3,435
15
$11.7M 1.22%
114,854
+2,139
16
$10.7M 1.12%
74,531
+3,857
17
$10.7M 1.11%
142,538
+7,993
18
$10.6M 1.1%
443,283
+3,141
19
$10.4M 1.08%
72,458
+4,002
20
$10.4M 1.08%
254,520
+11,813
21
$10.4M 1.08%
123,500
-6,277
22
$9.79M 1.02%
43,945
+4,079
23
$9.17M 0.95%
97,055
-1,863
24
$8.68M 0.9%
165,589
-11,016
25
$8.5M 0.89%
80,063
+24,723
1
2 3 4 5