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
376
$386K 0.03%
10,888
377
$384K 0.03%
17,146
+1,873
378
$382K 0.03%
2,574
+198
379
$381K 0.03%
11,030
-23,409
380
$378K 0.03%
1,461
-142
381
$378K 0.03%
1,847
+111
382
$372K 0.03%
5,246
-381
383
$370K 0.03%
3,196
+1
384
$369K 0.03%
5,483
-1,112
385
$369K 0.03%
896
+36
386
$364K 0.03%
4,714
+259
387
$360K 0.03%
5,888
+684
388
$359K 0.03%
4,201
+90
389
$359K 0.03%
+8,593
390
$356K 0.03%
2,977
+4
391
$356K 0.03%
1,671
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392
$356K 0.03%
1,609
+1
393
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22,531
-5,556
394
$353K 0.03%
7,405
+175
395
$351K 0.03%
10,750
+9
396
$348K 0.03%
9,548
+152
397
$347K 0.03%
1,184
+33
398
$343K 0.03%
13,950
+900
399
$341K 0.03%
3,973
+11
400
$340K 0.03%
3,110
+1
14 15
16
17 18