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
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.41M
3
+$2.07M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.69M

Top Sells

1
+$2.34M
2
+$1.87M
3
+$1.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.26M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$1.23M

Sector Composition

1 Technology 9.17%
2 Healthcare 5.51%
3 Consumer Staples 3.91%
4 Consumer Discretionary 3.82%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$443K 0.04%
3,162
+128
352
$442K 0.04%
7,608
-155
353
$438K 0.04%
13,107
-2,399
354
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16,845
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355
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2,072
+11
356
$430K 0.04%
16,534
+2,094
357
$429K 0.04%
2,373
-759
358
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+12,045
359
$424K 0.04%
6,999
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360
$422K 0.04%
+26,398
361
$412K 0.04%
79,143
-2,333
362
$412K 0.04%
1,878
+17
363
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30,335
+1,653
364
$404K 0.04%
713
+163
365
$404K 0.04%
4,978
-325
366
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368
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11,400
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369
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4,190
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370
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2,370
-1,745
371
$394K 0.03%
6,688
+120
372
$392K 0.03%
1,483
+1
373
$391K 0.03%
4,466
-1,770
374
$390K 0.03%
691
+6
375
$387K 0.03%
643
-20
13 14
15
16 17