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
401
$337K 0.03%
9,351
+20
402
$337K 0.03%
7,859
+649
403
$333K 0.03%
23,666
+196
404
$332K 0.03%
11,469
405
$332K 0.03%
8,052
-22,372
406
$329K 0.03%
21,566
+8,495
407
$327K 0.03%
1,499
+226
408
$325K 0.03%
1,337
-11
409
$323K 0.03%
5,025
410
$322K 0.03%
3,049
-25
411
$322K 0.03%
12,550
+800
412
$322K 0.03%
3,450
+140
413
$320K 0.03%
5,224
-973
414
$319K 0.03%
15,746
+470
415
$318K 0.03%
3,702
+4
416
$318K 0.03%
19,099
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417
$317K 0.03%
12,500
+1,025
418
$315K 0.03%
1,349
+24
419
$314K 0.03%
21,440
-12,772
420
$314K 0.03%
6,049
+380
421
$312K 0.03%
1,522
-8
422
$312K 0.03%
3,840
+135
423
$309K 0.03%
4,554
-351
424
$305K 0.03%
7,001
-487
425
$303K 0.03%
3,805
-735
15 16
17
18 19