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
26
$9.89M 0.69%
18,734
-9,371
27
$9.81M 0.69%
52,671
-23,350
28
$9.64M 0.68%
167,564
+111,891
29
$9.6M 0.67%
87,790
-1,605
30
$9.35M 0.65%
86,835
+13,267
31
$9.28M 0.65%
30,462
+283
32
$9.24M 0.65%
319,232
+36,834
33
$9.01M 0.63%
115,457
-4,228
34
$8.88M 0.62%
185,649
+4,545
35
$8.78M 0.61%
150,684
+1,558
36
$8.77M 0.61%
171,798
-80,135
37
$8.5M 0.6%
57,724
+1,773
38
$8.48M 0.59%
29,949
-227
39
$8.23M 0.58%
75,768
+3,830
40
$8.23M 0.58%
138,294
+11,771
41
$8.05M 0.56%
366,038
-10,107
42
$8.04M 0.56%
81,431
+7,513
43
$7.94M 0.56%
17,245
-2,464
44
$7.83M 0.55%
62,370
-140,721
45
$7.6M 0.53%
106,138
-251,555
46
$7.57M 0.53%
165,106
-3,399
47
$7.36M 0.52%
47,215
+3,294
48
$7.28M 0.51%
205,654
-237,450
49
$7.11M 0.5%
72,960
-1,353
50
$6.99M 0.49%
72,941
+22,946
1
2
3 4 5