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
26
$8.88M 0.78%
243,496
-95
27
$8.77M 0.77%
196,445
+28,392
28
$8.51M 0.75%
68,594
+64,929
29
$8.3M 0.73%
203,340
+11,428
30
$8.17M 0.72%
197,087
+71,797
31
$8.01M 0.71%
74,484
+10,031
32
$7.85M 0.69%
28,061
+1,079
33
$7.7M 0.68%
318,228
+160,873
34
$7.65M 0.68%
46,912
+4,017
35
$7.57M 0.67%
80,799
+30,674
36
$7.42M 0.66%
210,255
-13,024
37
$7.4M 0.65%
71,674
+2,821
38
$7.3M 0.64%
180,753
+3,948
39
$7.29M 0.64%
88,762
+17,422
40
$7.09M 0.63%
368,056
+41,242
41
$7.04M 0.62%
87,271
+12,327
42
$6.89M 0.61%
63,977
+8,520
43
$6.8M 0.6%
102,422
+2,066
44
$6.78M 0.6%
150,357
+8,635
45
$6.67M 0.59%
169,074
+2,605
46
$6.6M 0.58%
86,255
+3,181
47
$6.56M 0.58%
236,150
-4,710
48
$6.43M 0.57%
172,369
+14,820
49
$6.4M 0.57%
99,194
+2,217
50
$6.12M 0.54%
63,952
+1,803
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