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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
451
$325K 0.02%
9,360
+194
452
$324K 0.02%
5,404
-50
453
$324K 0.02%
+1,311
454
$322K 0.02%
10,853
+676
455
$321K 0.02%
12,889
456
$321K 0.02%
6,017
+142
457
$317K 0.02%
7,140
-349
458
$316K 0.02%
7,322
+21
459
$315K 0.02%
853
+47
460
$314K 0.02%
4,644
-767
461
$311K 0.02%
+1,740
462
$311K 0.02%
12,944
+912
463
$310K 0.02%
+2,055
464
$298K 0.02%
3,277
-65
465
$295K 0.02%
24,177
-21,144
466
$293K 0.02%
2,123
+132
467
$292K 0.02%
10,549
468
$290K 0.02%
+11,155
469
$290K 0.02%
5,104
-1,538
470
$289K 0.02%
14,000
471
$289K 0.02%
2,067
472
$288K 0.02%
+5,014
473
$281K 0.02%
5,618
+26
474
$280K 0.02%
16,467
-376
475
$279K 0.02%
16,177
-550
17 18
19
20 21