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
426
$301K 0.03%
+1,883
427
$300K 0.03%
785
-11
428
$300K 0.03%
+698
429
$298K 0.03%
11,750
+2,550
430
$296K 0.03%
2,304
+72
431
$296K 0.03%
3,046
+11
432
$291K 0.03%
+5,990
433
$291K 0.03%
5,406
-183
434
$290K 0.03%
824
-39
435
$290K 0.03%
1,089
-10
436
$288K 0.03%
4,976
-330
437
$288K 0.03%
8,354
438
$287K 0.03%
2,389
+89
439
$285K 0.03%
8,675
440
$285K 0.03%
7,263
+36
441
$285K 0.03%
6,790
+310
442
$283K 0.03%
8,025
443
$279K 0.02%
1,069
-183
444
$278K 0.02%
+1,908
445
$278K 0.02%
2,881
+24
446
$276K 0.02%
3,340
+203
447
$276K 0.02%
17,100
448
$275K 0.02%
5,750
-908
449
$275K 0.02%
5,279
-231
450
$273K 0.02%
1,198
+99
16 17
18
19 20