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
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$5.87M
3
+$4.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.37M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.89M

Top Sells

1
+$11M
2
+$8.6M
3
+$6.72M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.17M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.93M

Sector Composition

1 Technology 7.04%
2 Healthcare 5.45%
3 Consumer Staples 4.68%
4 Consumer Discretionary 3.52%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$764K 0.07%
24,264
+11,425
227
$752K 0.07%
10,520
+2,255
228
$746K 0.07%
13,361
+2,520
229
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-557
230
$733K 0.06%
13,614
+2,006
231
$728K 0.06%
31,018
+11,288
232
$711K 0.06%
15,718
+2,384
233
$711K 0.06%
13,410
+4,320
234
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+15,233
235
$701K 0.06%
285
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236
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6,993
-2,106
237
$688K 0.06%
9,933
-17,266
238
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3,052
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239
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240
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241
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242
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20,447
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243
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244
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3,189
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245
$661K 0.06%
+33,602
246
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2,923
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247
$657K 0.06%
6,307
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248
$648K 0.06%
3,577
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249
$632K 0.06%
12,472
+531
250
$628K 0.06%
6,492
-3,719
8 9
10
11 12