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
$1.43B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.44M
3
+$3.55M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.54M
5
ULTA icon
Ulta Beauty
ULTA
+$2.53M

Top Sells

1
+$18M
2
+$17.7M
3
+$10.2M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$9.98M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.61M

Sector Composition

1 Technology 8.76%
2 Healthcare 5.26%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.21%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.09%
18,724
+751
227
$1.2M 0.08%
3,739
-432
228
$1.2M 0.08%
28,812
-857
229
$1.17M 0.08%
13,953
+18
230
$1.16M 0.08%
6,650
-1,508
231
$1.14M 0.08%
16,739
232
$1.12M 0.08%
9,861
-605
233
$1.1M 0.08%
23,452
+5,878
234
$1.09M 0.08%
22,262
+1,668
235
$1.07M 0.08%
7,140
-1,041
236
$1.07M 0.07%
40,598
+1,534
237
$1.06M 0.07%
28,049
+243
238
$1.06M 0.07%
41,148
+2,476
239
$1.05M 0.07%
6,166
-346
240
$1.02M 0.07%
21,536
-1,161
241
$985K 0.07%
20,998
+1,129
242
$984K 0.07%
5,820
-26
243
$983K 0.07%
10,753
+54
244
$973K 0.07%
1,970
-571
245
$972K 0.07%
19,567
-271
246
$970K 0.07%
11,756
-780
247
$962K 0.07%
5,356
-3,411
248
$957K 0.07%
19,219
-15,593
249
$956K 0.07%
39,854
-1,724
250
$943K 0.07%
+18,875
8 9
10
11 12