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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
401
$444K 0.03%
9,558
+2,818
402
$440K 0.03%
4,671
-86
403
$437K 0.03%
549
+62
404
$436K 0.03%
4,273
-155
405
$435K 0.03%
11,663
+19
406
$434K 0.03%
1,252
407
$431K 0.03%
3,028
+107
408
$423K 0.03%
25,418
+3,951
409
$422K 0.03%
7,634
410
$420K 0.03%
33,423
411
$418K 0.03%
+4,338
412
$415K 0.03%
2,960
+615
413
$412K 0.03%
3,108
-60
414
$411K 0.03%
9,569
-305
415
$411K 0.03%
6,718
+2,161
416
$409K 0.03%
6,290
-84
417
$409K 0.03%
10,600
418
$409K 0.03%
4,027
+141
419
$407K 0.03%
+11,863
420
$405K 0.03%
3,862
+444
421
$405K 0.03%
5,580
+558
422
$401K 0.03%
5,028
-60
423
$394K 0.03%
1,396
+212
424
$391K 0.03%
5,025
425
$387K 0.03%
2,798
+13
15 16
17
18 19