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
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.41M
3
+$2.07M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.69M

Top Sells

1
+$2.34M
2
+$1.87M
3
+$1.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$1.23M

Sector Composition

1 Technology 9.17%
2 Healthcare 5.51%
3 Consumer Staples 3.91%
4 Consumer Discretionary 3.82%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$786K 0.07%
15,374
-481
277
$786K 0.07%
1,211
-69
278
$782K 0.07%
8,964
+126
279
$780K 0.07%
25,392
-220
280
$779K 0.07%
20,921
-781
281
$769K 0.07%
18,427
+128
282
$769K 0.07%
6,575
-80
283
$768K 0.07%
28,273
+1,456
284
$756K 0.07%
4,826
+664
285
$749K 0.07%
13,572
+209
286
$749K 0.07%
14,846
+1,886
287
$743K 0.07%
3,320
-653
288
$714K 0.06%
33,203
-417
289
$698K 0.06%
1,523
-400
290
$696K 0.06%
2,519
+136
291
$694K 0.06%
17,216
+3,504
292
$694K 0.06%
6,069
-42
293
$694K 0.06%
2,462
-11
294
$690K 0.06%
4,240
-1,537
295
$675K 0.06%
7,306
+2
296
$668K 0.06%
8,495
+174
297
$657K 0.06%
9,880
-110
298
$656K 0.06%
11,057
+726
299
$649K 0.06%
1,843
+214
300
$637K 0.06%
41,905
+97
10 11
12
13 14