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
326
$402K 0.04%
6,741
-857
327
$399K 0.04%
3,797
328
$397K 0.04%
9,562
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329
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-308
330
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+14,724
331
$397K 0.04%
1,212
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332
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103,659
+4,785
333
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587
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334
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335
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336
$389K 0.03%
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337
$388K 0.03%
2,318
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338
$387K 0.03%
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339
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9,333
+1,562
340
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341
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342
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343
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31,422
-13,650
344
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345
$373K 0.03%
5,130
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346
$372K 0.03%
15,341
+3,238
347
$371K 0.03%
3,632
-3,642
348
$370K 0.03%
+4,869
349
$366K 0.03%
3,766
+286
350
$363K 0.03%
11,067
12 13
14
15 16