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
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$5.87M
3
+$4.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.37M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.89M

Top Sells

1
+$11M
2
+$8.6M
3
+$6.72M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.17M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.93M

Sector Composition

1 Technology 7.04%
2 Healthcare 5.45%
3 Consumer Staples 4.68%
4 Consumer Discretionary 3.52%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$291K 0.03%
1,249
-142
402
$290K 0.03%
2,735
+2
403
$288K 0.03%
1,489
+73
404
$288K 0.03%
1,466
+461
405
$288K 0.03%
8,089
-509
406
$287K 0.03%
1,938
-960
407
$287K 0.03%
3,756
-841
408
$285K 0.03%
+4,890
409
$284K 0.03%
1,521
+1
410
$284K 0.03%
2,538
-2,200
411
$282K 0.02%
1,277
+103
412
$282K 0.02%
5,990
-1,325
413
$281K 0.02%
+1,880
414
$278K 0.02%
1,823
-289
415
$277K 0.02%
+90,087
416
$277K 0.02%
671
+92
417
$275K 0.02%
4,779
-865
418
$275K 0.02%
4,535
-206
419
$275K 0.02%
3,562
+55
420
$270K 0.02%
8,025
421
$268K 0.02%
14,000
422
$267K 0.02%
+9,459
423
$265K 0.02%
1,113
+2
424
$264K 0.02%
11,562
-357
425
$264K 0.02%
+5,375
15 16
17
18 19