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
276
$535K 0.05%
2,381
+79
277
$534K 0.05%
10,474
-347
278
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17,217
+34
279
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9,458
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280
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+9,635
281
$514K 0.05%
14,473
+304
282
$512K 0.05%
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283
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6,153
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284
$502K 0.04%
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285
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286
$491K 0.04%
9,978
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287
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288
$486K 0.04%
13,247
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289
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6,685
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290
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291
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292
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293
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294
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295
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296
$459K 0.04%
17,650
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297
$458K 0.04%
1,649
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298
$457K 0.04%
12,235
+4,996
299
$453K 0.04%
3,360
-6,177
300
$450K 0.04%
7,314
+13
10 11
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13 14