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
276
$816K 0.06%
28,853
+7,686
277
$777K 0.05%
6,413
-1,873
278
$768K 0.05%
27,045
-1,654
279
$767K 0.05%
15,164
-18,214
280
$764K 0.05%
10,605
+2,829
281
$753K 0.05%
16,467
-810
282
$750K 0.05%
1,057
-151
283
$743K 0.05%
11,915
+357
284
$739K 0.05%
1,747
-428
285
$731K 0.05%
1,915
-799
286
$729K 0.05%
815
-50
287
$722K 0.05%
22,399
+20
288
$719K 0.05%
11,339
+4,926
289
$715K 0.05%
1,380
-2
290
$713K 0.05%
8,044
-8,805
291
$712K 0.05%
36,405
+3,993
292
$711K 0.05%
1,125
-729
293
$706K 0.05%
13,910
+1,716
294
$705K 0.05%
+14,374
295
$703K 0.05%
31,080
+1,002
296
$697K 0.05%
31,171
-1,239
297
$683K 0.05%
1,285
-1
298
$675K 0.05%
3,330
+678
299
$669K 0.05%
1,140
-664
300
$664K 0.05%
16,385
+571
10 11
12
13 14