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
251
$625K 0.06%
20,122
-1,400
252
$621K 0.05%
4,231
+119
253
$616K 0.05%
17,971
+4,306
254
$612K 0.05%
8,908
-1,232
255
$611K 0.05%
7,200
-329
256
$605K 0.05%
16,210
-109
257
$600K 0.05%
16,040
258
$598K 0.05%
14,182
+4,358
259
$594K 0.05%
5,255
260
$593K 0.05%
7,369
-25
261
$593K 0.05%
11,797
+1,471
262
$592K 0.05%
14,100
+575
263
$590K 0.05%
6,464
+3,125
264
$587K 0.05%
5,998
-20,645
265
$575K 0.05%
29,636
-44
266
$574K 0.05%
2,871
+78
267
$571K 0.05%
11,678
-277
268
$571K 0.05%
4,694
+1,117
269
$564K 0.05%
7,500
+502
270
$563K 0.05%
1,968
+8
271
$558K 0.05%
1,679
+198
272
$552K 0.05%
10,918
-2,262
273
$551K 0.05%
5,691
+1,476
274
$548K 0.05%
1,589
+467
275
$545K 0.05%
5,444
+163
9 10
11
12 13