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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
376
$501K 0.03%
21,523
-115
377
$501K 0.03%
6,278
+871
378
$494K 0.03%
+12,919
379
$492K 0.03%
17,256
+1,011
380
$488K 0.03%
3,109
+65
381
$488K 0.03%
19,729
+2,530
382
$486K 0.03%
7,991
+730
383
$485K 0.03%
11,173
384
$483K 0.03%
13,405
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385
$476K 0.03%
4,732
-66
386
$473K 0.03%
5,442
+382
387
$468K 0.03%
1,410
+324
388
$468K 0.03%
3,016
+29
389
$467K 0.03%
9,448
+475
390
$465K 0.03%
6,327
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391
$461K 0.03%
10,344
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392
$461K 0.03%
11,202
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393
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6,077
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394
$458K 0.03%
4,923
+1,586
395
$455K 0.03%
17,293
396
$451K 0.03%
6,977
-1,408
397
$451K 0.03%
5,641
+113
398
$449K 0.03%
10,234
399
$448K 0.03%
4,504
-35
400
$447K 0.03%
3,207
+3
14 15
16
17 18