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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
351
$597K 0.04%
5,111
+1
352
$596K 0.04%
7,129
+114
353
$581K 0.04%
15,175
354
$580K 0.04%
+12,498
355
$567K 0.04%
29,000
-4,956
356
$565K 0.04%
6,682
+345
357
$563K 0.04%
3,084
+1,057
358
$561K 0.04%
6,111
-1,648
359
$559K 0.04%
+11,765
360
$558K 0.04%
1,193
-27
361
$557K 0.04%
+21,204
362
$553K 0.04%
37,695
+532
363
$550K 0.04%
895
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364
$547K 0.04%
5,639
-153
365
$546K 0.04%
18,118
+1
366
$544K 0.04%
2,163
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367
$538K 0.04%
+10,529
368
$531K 0.03%
5,424
+1,045
369
$515K 0.03%
21,870
+3,311
370
$512K 0.03%
+4,774
371
$512K 0.03%
+7,893
372
$512K 0.03%
5,807
+45
373
$512K 0.03%
22,294
-4,091
374
$508K 0.03%
15,718
-722
375
$505K 0.03%
9,954
-397
13 14
15
16 17