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
251
$943K 0.07%
40,247
+38
252
$934K 0.07%
4,016
-48
253
$920K 0.06%
1,978
-78
254
$913K 0.06%
6,740
-1,823
255
$908K 0.06%
1,553
-682
256
$904K 0.06%
32,646
+3,339
257
$895K 0.06%
5,250
-7,873
258
$890K 0.06%
8,573
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259
$889K 0.06%
29,302
+16,832
260
$889K 0.06%
36,855
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261
$888K 0.06%
9,110
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262
$886K 0.06%
4,422
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263
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-303
264
$874K 0.06%
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265
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17,053
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269
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$856K 0.06%
2,936
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271
$855K 0.06%
28,271
+9,579
272
$845K 0.06%
3,013
-143
273
$832K 0.06%
+13,657
274
$830K 0.06%
15,199
+460
275
$824K 0.06%
7,908
+823
9 10
11
12 13