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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
251
$1.08M 0.07%
17,239
252
$1.08M 0.07%
25,435
-745
253
$1.08M 0.07%
7,910
+417
254
$1.07M 0.07%
12,387
+5,478
255
$1.04M 0.07%
29,941
+3,554
256
$1.03M 0.07%
9,344
+11
257
$1.03M 0.07%
3,186
+222
258
$1.02M 0.07%
51,404
-2,932
259
$1M 0.07%
12,201
-864
260
$1M 0.07%
2,810
+17
261
$999K 0.07%
11,210
+14
262
$982K 0.06%
21,194
+14,012
263
$978K 0.06%
9,075
+1,392
264
$974K 0.06%
+12,901
265
$974K 0.06%
3,144
+923
266
$964K 0.06%
1,995
-597
267
$961K 0.06%
891
+79
268
$960K 0.06%
8,691
-217
269
$958K 0.06%
17,192
+872
270
$957K 0.06%
2,443
+272
271
$952K 0.06%
5,870
+554
272
$931K 0.06%
11,090
+570
273
$927K 0.06%
13,658
+613
274
$926K 0.06%
4,289
+452
275
$923K 0.06%
10,970
+61
9 10
11
12 13