RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$3.96M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.18M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$10.5M
2
+$3.71M
3
+$2.57M
4
EXPE icon
Expedia Group
EXPE
+$2.4M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.5M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.3%
3 Consumer Staples 4.13%
4 Financials 3.47%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$298K 0.02%
+3,337
427
$298K 0.02%
7,290
-819
428
$295K 0.02%
581
+9
429
$292K 0.02%
10,177
-870
430
$292K 0.02%
12,032
+692
431
$290K 0.02%
5,831
-17
432
$289K 0.02%
3,342
-260
433
$284K 0.02%
+6,616
434
$282K 0.02%
16,843
-59,053
435
$281K 0.02%
+6,740
436
$280K 0.02%
7,301
-1,373
437
$280K 0.02%
16,727
-1,087
438
$280K 0.02%
10,549
439
$280K 0.02%
3,491
-439
440
$279K 0.02%
5,592
-10
441
$277K 0.02%
3,080
-1,822
442
$277K 0.02%
+6,995
443
$276K 0.02%
2,027
-6,134
444
$276K 0.02%
5,956
-229
445
$273K 0.02%
2,067
+42
446
$272K 0.02%
3,951
+22
447
$270K 0.02%
+3,795
448
$267K 0.02%
+7,470
449
$265K 0.02%
4,150
450
$264K 0.02%
+6,905
16 17
18
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