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
451
$272K 0.02%
12,300
-4,030
452
$271K 0.02%
3,464
+52
453
$271K 0.02%
+625
454
$271K 0.02%
+5,696
455
$269K 0.02%
3,752
+74
456
$267K 0.02%
1,239
457
$266K 0.02%
6,799
+6
458
$266K 0.02%
+6,324
459
$266K 0.02%
6,332
+257
460
$264K 0.02%
1,048
-2
461
$262K 0.02%
6,155
-365
462
$261K 0.02%
1,264
-43
463
$260K 0.02%
12,423
-5,107
464
$260K 0.02%
3,782
+4
465
$259K 0.02%
6,235
-224
466
$259K 0.02%
1,137
+7
467
$258K 0.02%
4,590
-122
468
$256K 0.02%
12,075
-300
469
$255K 0.02%
+7,758
470
$252K 0.02%
9,636
471
$250K 0.02%
1,921
+58
472
$250K 0.02%
979
+21
473
$250K 0.02%
3,686
+47
474
$249K 0.02%
2,954
+248
475
$249K 0.02%
3,430
+485
17 18
19
20 21