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
426
$263K 0.02%
9,790
+1,762
427
$261K 0.02%
+6,216
428
$259K 0.02%
5,425
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429
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430
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4,098
-181
431
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5,025
432
$251K 0.02%
+3,305
433
$250K 0.02%
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434
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435
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+4,085
436
$249K 0.02%
720
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437
$247K 0.02%
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438
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2,246
-55
439
$246K 0.02%
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440
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2,586
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441
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+3,787
442
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444
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730
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445
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446
$236K 0.02%
+49,503
447
$234K 0.02%
4,184
+226
448
$232K 0.02%
+7,025
449
$230K 0.02%
+4,787
450
$229K 0.02%
826
+60
16 17
18
19 20