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
351
$361K 0.03%
10,609
-2,237
352
$359K 0.03%
2,683
+205
353
$351K 0.03%
9,213
+978
354
$350K 0.03%
1,533
-3
355
$347K 0.03%
3,809
+2
356
$346K 0.03%
33,080
-1,488
357
$346K 0.03%
3,791
+1,089
358
$343K 0.03%
9,929
-1,746
359
$342K 0.03%
+21,505
360
$335K 0.03%
+4,309
361
$333K 0.03%
+13,586
362
$332K 0.03%
576
-2,082
363
$331K 0.03%
10,156
-239
364
$331K 0.03%
8,721
+15
365
$328K 0.03%
12,021
+760
366
$327K 0.03%
21,060
-4,018
367
$326K 0.03%
5,775
+75
368
$323K 0.03%
3,895
+277
369
$323K 0.03%
10,777
-273
370
$323K 0.03%
28,808
+93
371
$322K 0.03%
17,010
+1,650
372
$320K 0.03%
1,017
-3,970
373
$319K 0.03%
+9,302
374
$318K 0.03%
+8,361
375
$318K 0.03%
1,580
+146
13 14
15
16 17