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
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.41M
3
+$2.07M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.69M

Top Sells

1
+$2.34M
2
+$1.87M
3
+$1.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$1.23M

Sector Composition

1 Technology 9.17%
2 Healthcare 5.51%
3 Consumer Staples 3.91%
4 Consumer Discretionary 3.82%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.1%
26,072
+78
227
$1.07M 0.1%
27,207
+5,564
228
$1.07M 0.09%
+20,708
229
$1.07M 0.09%
12,047
-1,704
230
$1.07M 0.09%
4,870
-159
231
$1.06M 0.09%
9,315
+803
232
$1.06M 0.09%
18,557
+381
233
$1.05M 0.09%
4,913
-659
234
$1.05M 0.09%
18,531
+503
235
$1.05M 0.09%
7,536
+221
236
$1.04M 0.09%
13,524
+579
237
$1.03M 0.09%
16,649
+1,249
238
$1.03M 0.09%
26,345
+2,510
239
$1.02M 0.09%
8,586
-1,806
240
$1.02M 0.09%
17,774
-3,474
241
$1.01M 0.09%
1,911
+1
242
$1.01M 0.09%
59,037
+105
243
$1M 0.09%
7,131
+1
244
$1M 0.09%
27,588
-1,339
245
$992K 0.09%
5,951
+273
246
$981K 0.09%
28,524
+52
247
$968K 0.09%
2,413
-444
248
$967K 0.09%
30,343
-92
249
$963K 0.09%
1,514
-290
250
$962K 0.09%
26,358
-5,072
8 9
10
11 12