We are live on ! Find out more
RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$6.06M
3
+$5.6M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.1M

Top Sells

1
+$5.63M
2
+$5.37M
3
+$5.3M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.07M

Sector Composition

1 Technology 9.18%
2 Healthcare 4.52%
3 Consumer Staples 3.72%
4 Financials 3.14%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.08%
52,659
+9,182
227
$1.24M 0.08%
10,049
-415
228
$1.23M 0.08%
2,702
-204
229
$1.22M 0.08%
4,103
+1,075
230
$1.22M 0.08%
4,935
+52
231
$1.22M 0.08%
5,300
+19
232
$1.2M 0.08%
4,973
+165
233
$1.2M 0.08%
2,457
+45
234
$1.18M 0.08%
24,634
+186
235
$1.17M 0.08%
46,926
-6,485
236
$1.17M 0.08%
3,373
+1,620
237
$1.16M 0.08%
14,077
+1,040
238
$1.16M 0.08%
5,426
+234
239
$1.15M 0.07%
35,700
240
$1.15M 0.07%
25,211
+16,474
241
$1.14M 0.07%
31,207
-43
242
$1.14M 0.07%
+11,770
243
$1.14M 0.07%
19,155
244
$1.14M 0.07%
+39,426
245
$1.13M 0.07%
6,136
+282
246
$1.12M 0.07%
6,080
+915
247
$1.11M 0.07%
5,541
+46
248
$1.1M 0.07%
37,144
+44
249
$1.09M 0.07%
9,070
+300
250
$1.08M 0.07%
3,213
+304
8 9
10
11 12