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
301
$446K 0.04%
3,212
-81
302
$446K 0.04%
6,527
-219
303
$445K 0.04%
+1,039
304
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305
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11,718
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306
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8,818
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307
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308
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309
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-15
311
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312
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313
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314
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315
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16,315
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320
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321
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322
$404K 0.04%
3,527
-17,373
323
$404K 0.04%
2,824
324
$403K 0.04%
1,862
325
$402K 0.04%
7,164
-1,502
11 12
13
14 15