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
351
$516K 0.04%
3,397
-43
352
$516K 0.04%
5,127
-6,080
353
$516K 0.04%
8,948
-3,402
354
$511K 0.04%
7,844
+1,157
355
$510K 0.04%
15,175
-13,026
356
$507K 0.04%
868
+111
357
$500K 0.04%
6,221
-3,722
358
$495K 0.03%
14,140
+2,566
359
$492K 0.03%
20,986
+195
360
$487K 0.03%
6,670
-827
361
$481K 0.03%
6,270
-1,050
362
$480K 0.03%
1,792
+241
363
$480K 0.03%
13,170
+524
364
$476K 0.03%
1,930
+239
365
$466K 0.03%
22,686
+1,152
366
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1,636
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367
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12,252
+43
368
$454K 0.03%
9,454
-318
369
$450K 0.03%
38,367
-53
370
$449K 0.03%
4,950
371
$445K 0.03%
10,384
-17,207
372
$444K 0.03%
+876
373
$440K 0.03%
8,839
+41
374
$433K 0.03%
10,390
-499
375
$431K 0.03%
4,392
+1,974
13 14
15
16 17