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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
276
$918K 0.06%
4,892
-68
277
$913K 0.06%
18,385
-3,342
278
$911K 0.06%
9,000
-235
279
$910K 0.06%
3,027
+177
280
$905K 0.06%
34,994
+5,227
281
$898K 0.06%
2,458
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282
$898K 0.06%
12,068
+2,276
283
$893K 0.06%
10,843
-49
284
$891K 0.06%
1,576
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285
$889K 0.06%
5,205
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286
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1,837
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287
$849K 0.06%
+6,336
288
$849K 0.06%
7,104
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289
$849K 0.06%
32,220
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$848K 0.06%
17,717
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$846K 0.06%
4,682
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$845K 0.06%
70,627
-31,273
293
$841K 0.05%
6,521
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294
$833K 0.05%
14,532
-6,306
295
$832K 0.05%
7,268
+509
296
$825K 0.05%
9,229
-3,653
297
$819K 0.05%
15,122
+3,271
298
$818K 0.05%
2,319
+104
299
$813K 0.05%
3,216
+1
300
$811K 0.05%
2,722
-167
10 11
12
13 14