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
451
$229K 0.02%
1,335
-96
452
$229K 0.02%
+3,526
453
$228K 0.02%
8,354
454
$228K 0.02%
+18,305
455
$228K 0.02%
5,997
456
$227K 0.02%
2,656
457
$227K 0.02%
1,462
-6,855
458
$226K 0.02%
+1,230
459
$225K 0.02%
4,591
-5,879
460
$225K 0.02%
+1,100
461
$224K 0.02%
+6,550
462
$217K 0.02%
5,308
-4
463
$217K 0.02%
2,852
-440
464
$217K 0.02%
4,719
-74
465
$216K 0.02%
+1,035
466
$216K 0.02%
+2,456
467
$214K 0.02%
+429
468
$213K 0.02%
7,993
+1,521
469
$213K 0.02%
+6,716
470
$212K 0.02%
597
-24
471
$211K 0.02%
+3,524
472
$211K 0.02%
+3,635
473
$210K 0.02%
1,271
-87
474
$209K 0.02%
3,352
+51
475
$208K 0.02%
4,418
-656
17 18
19
20 21