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
26
$9.12M 0.81%
54,700
+660
27
$8.64M 0.77%
92,985
+1,037
28
$8.55M 0.76%
220,859
+5,680
29
$8.11M 0.72%
163,985
+9,207
30
$7.86M 0.7%
267,080
+7,070
31
$7.73M 0.68%
68,958
+18,499
32
$7.6M 0.67%
131,924
-9,356
33
$7.11M 0.63%
145,604
+5,693
34
$6.89M 0.61%
148,895
+5,205
35
$6.83M 0.6%
128,336
+4,924
36
$6.5M 0.58%
156,746
+12,239
37
$6.46M 0.57%
55,679
+2,435
38
$6.45M 0.57%
76,135
+3,195
39
$6.34M 0.56%
341,366
-14,528
40
$6.33M 0.56%
60,720
+2,909
41
$6.33M 0.56%
90,600
+2,824
42
$6.22M 0.55%
64,069
+1,056
43
$6.13M 0.54%
49,336
+1,041
44
$5.96M 0.53%
121,131
+2,746
45
$5.92M 0.52%
221,855
+28,521
46
$5.83M 0.52%
21,749
+671
47
$5.74M 0.51%
71,059
+4,152
48
$5.73M 0.51%
23,744
-24
49
$5.72M 0.51%
49,158
+5,498
50
$5.59M 0.49%
21,938
+341
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