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
376
$429K 0.03%
1,566
-384
377
$427K 0.03%
16,650
+8,677
378
$426K 0.03%
1,134
+348
379
$426K 0.03%
8,406
-342
380
$424K 0.03%
17,815
+1,189
381
$420K 0.03%
+3,071
382
$418K 0.03%
11,861
-1,400
383
$417K 0.03%
1,891
+28
384
$415K 0.03%
4,136
+1
385
$412K 0.03%
8,218
-38,607
386
$408K 0.03%
8,725
-81
387
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5,347
-57
388
$398K 0.03%
1,510
+1
389
$395K 0.03%
2,439
+518
390
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29,961
-1,691
391
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$390K 0.03%
7,809
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393
$388K 0.03%
+18,988
394
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4,223
-227
395
$385K 0.03%
7,920
-5,035
396
$377K 0.03%
4,777
+72
397
$376K 0.03%
5,093
-36
398
$376K 0.03%
+183
399
$375K 0.03%
2,448
-948
400
$372K 0.03%
1,054
-151
14 15
16
17 18