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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
326
$672K 0.04%
4,177
-13
327
$668K 0.04%
15,385
+1,040
328
$667K 0.04%
13,487
+3,166
329
$665K 0.04%
+4,917
330
$662K 0.04%
3,981
+339
331
$658K 0.04%
4,518
-413
332
$654K 0.04%
6,909
-8
333
$652K 0.04%
12,894
+178
334
$649K 0.04%
5,412
+312
335
$649K 0.04%
15,525
-658
336
$638K 0.04%
26,643
+2,112
337
$638K 0.04%
3,797
338
$635K 0.04%
47,267
+13,195
339
$626K 0.04%
+4,618
340
$625K 0.04%
1,194
+120
341
$623K 0.04%
+6,190
342
$621K 0.04%
60,596
-3,076
343
$617K 0.04%
8,844
+205
344
$612K 0.04%
5,501
+52
345
$610K 0.04%
11,842
-320
346
$610K 0.04%
523
+15
347
$608K 0.04%
13,500
348
$607K 0.04%
2,981
+48
349
$600K 0.04%
4,950
350
$600K 0.04%
1,949
+53
12 13
14
15 16