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
401
$372K 0.03%
3,503
-142
402
$369K 0.03%
+3,476
403
$365K 0.03%
7,180
+601
404
$363K 0.03%
10,600
405
$363K 0.03%
3,169
-35
406
$361K 0.03%
1,247
+1
407
$360K 0.03%
12,397
+1,062
408
$360K 0.03%
863
+53
409
$357K 0.03%
20,230
+83
410
$357K 0.03%
3,042
-809
411
$355K 0.02%
+4,727
412
$354K 0.02%
4,105
-142
413
$351K 0.02%
710
-395
414
$351K 0.02%
932
+219
415
$350K 0.02%
12,093
-476
416
$348K 0.02%
4,636
-359
417
$347K 0.02%
2,905
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418
$347K 0.02%
5,025
419
$346K 0.02%
4,421
+5
420
$342K 0.02%
3,101
-2,408
421
$341K 0.02%
1,924
-18
422
$337K 0.02%
1,242
-399
423
$336K 0.02%
8,737
-1,381
424
$336K 0.02%
4,613
-2,852
425
$335K 0.02%
11,254
+4
15 16
17
18 19