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
426
$333K 0.02%
3,015
+880
427
$333K 0.02%
+6,801
428
$331K 0.02%
705
+146
429
$328K 0.02%
3,230
+110
430
$328K 0.02%
104
-144
431
$327K 0.02%
1,194
-838
432
$326K 0.02%
4,484
-3,241
433
$325K 0.02%
10,123
+51
434
$323K 0.02%
7,906
-48
435
$323K 0.02%
15,285
+1,662
436
$321K 0.02%
+2,939
437
$321K 0.02%
+15,006
438
$320K 0.02%
9,175
-1,745
439
$320K 0.02%
13,569
-1,000
440
$317K 0.02%
1,827
-1,503
441
$317K 0.02%
+6,263
442
$317K 0.02%
1,633
443
$315K 0.02%
10,389
444
$309K 0.02%
2,119
-24
445
$306K 0.02%
9,178
-487
446
$305K 0.02%
+3,812
447
$304K 0.02%
3,537
+3
448
$303K 0.02%
4,987
+24
449
$302K 0.02%
932
-294
450
$300K 0.02%
5,778
-1,932
16 17
18
19 20