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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
426
$386K 0.03%
1,815
+29
427
$380K 0.02%
7,020
-612
428
$380K 0.02%
+17,032
429
$377K 0.02%
2,785
+4
430
$376K 0.02%
8,224
+1,608
431
$372K 0.02%
2,940
+300
432
$368K 0.02%
982
+37
433
$364K 0.02%
3,638
+558
434
$363K 0.02%
7,227
-1,333
435
$358K 0.02%
5,098
+19
436
$357K 0.02%
14,765
-442
437
$356K 0.02%
4,313
+17
438
$356K 0.02%
+11,321
439
$352K 0.02%
1,299
+29
440
$352K 0.02%
16,990
-2,255
441
$349K 0.02%
4,165
+674
442
$348K 0.02%
1,477
-34
443
$347K 0.02%
9,824
+135
444
$344K 0.02%
2,433
+16
445
$342K 0.02%
9,606
446
$334K 0.02%
+345
447
$333K 0.02%
+7,441
448
$329K 0.02%
4,053
-945
449
$329K 0.02%
6,489
+658
450
$328K 0.02%
717
+136
16 17
18
19 20