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
301
$634K 0.06%
3,552
+5
302
$630K 0.06%
6,298
+143
303
$625K 0.06%
10,410
304
$622K 0.06%
5,880
-13
305
$621K 0.06%
12,088
+944
306
$607K 0.05%
27,888
-1,185
307
$605K 0.05%
5,898
+51
308
$598K 0.05%
17,066
-620
309
$585K 0.05%
6,298
+1,151
310
$584K 0.05%
15,520
-109
311
$581K 0.05%
10,540
-538
312
$580K 0.05%
31,731
313
$577K 0.05%
9,078
+2,027
314
$573K 0.05%
3,305
+660
315
$569K 0.05%
2,824
+7
316
$554K 0.05%
11,211
+3,425
317
$553K 0.05%
8,752
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318
$546K 0.05%
5,558
+52
319
$540K 0.05%
5,172
-290
320
$537K 0.05%
18,660
-10,270
321
$533K 0.05%
3,085
+1,009
322
$531K 0.05%
2,091
+89
323
$529K 0.05%
19,649
-365
324
$529K 0.05%
4,569
-873
325
$527K 0.05%
4,308
+1,650
11 12
13
14 15