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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
301
$809K 0.05%
15,935
-78
302
$800K 0.05%
16,063
+81
303
$798K 0.05%
4,027
-111
304
$791K 0.05%
17,597
+5,164
305
$791K 0.05%
17,029
+3,078
306
$787K 0.05%
19,093
+1,348
307
$768K 0.05%
17,115
+9,360
308
$766K 0.05%
13,044
-658
309
$765K 0.05%
3,968
+102
310
$764K 0.05%
+32,421
311
$762K 0.05%
4,316
-118
312
$759K 0.05%
+7,675
313
$758K 0.05%
6,611
+3,093
314
$747K 0.05%
4,463
+230
315
$746K 0.05%
7,522
+3,925
316
$739K 0.05%
14,574
-1,650
317
$739K 0.05%
3,690
-1,026
318
$732K 0.05%
28,563
-52
319
$722K 0.05%
9,848
+6,053
320
$720K 0.05%
10,570
-13,958
321
$703K 0.05%
+897
322
$690K 0.04%
6,137
+1,407
323
$683K 0.04%
1,432
-238
324
$680K 0.04%
12,813
-1,061
325
$678K 0.04%
6,180
11 12
13
14 15