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
451
$294K 0.02%
6,040
+419
452
$293K 0.02%
4,513
-31
453
$293K 0.02%
2,212
-519
454
$292K 0.02%
22,889
+22
455
$291K 0.02%
8,763
+15
456
$289K 0.02%
837
-34
457
$288K 0.02%
4,946
+230
458
$288K 0.02%
11,771
-616
459
$287K 0.02%
3,028
-36
460
$286K 0.02%
3,239
-930
461
$285K 0.02%
+3,653
462
$284K 0.02%
11,349
463
$280K 0.02%
4,478
-14,796
464
$274K 0.02%
2,640
465
$274K 0.02%
8,497
466
$273K 0.02%
18,578
-2,610
467
$272K 0.02%
1,916
+273
468
$271K 0.02%
2,113
-16
469
$271K 0.02%
11,425
470
$267K 0.02%
5,485
+436
471
$266K 0.02%
2,741
-710
472
$263K 0.02%
4,554
+13
473
$260K 0.02%
1,183
-1,714
474
$258K 0.02%
2,170
+209
475
$254K 0.02%
4,370
+60
17 18
19
20 21