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
$1.43B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.44M
3
+$3.55M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.54M
5
ULTA icon
Ulta Beauty
ULTA
+$2.53M

Top Sells

1
+$18M
2
+$17.7M
3
+$10.2M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$9.98M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.61M

Sector Composition

1 Technology 8.76%
2 Healthcare 5.26%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.21%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$578K 0.04%
43,049
+7,255
327
$575K 0.04%
15,729
-902
328
$574K 0.04%
604
-1
329
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330
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7,125
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331
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13,304
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332
$556K 0.04%
8,595
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333
$555K 0.04%
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-5,532
334
$552K 0.04%
4,039
-33,009
335
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5,294
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336
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337
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338
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-482
339
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46,610
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340
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343
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344
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4,384
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345
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10,580
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346
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22,200
347
$530K 0.04%
12,626
348
$526K 0.04%
3,797
349
$521K 0.04%
14,319
-2,333
350
$520K 0.04%
6,922
+2,660
12 13
14
15 16