We are live on ! Find out more
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
26
$12.2M 0.79%
56,453
+2,308
27
$12.1M 0.79%
184,166
+33,982
28
$11.8M 0.77%
36,087
+3,150
29
$11.3M 0.74%
73,493
-753
30
$11.2M 0.73%
18,228
+2,072
31
$11M 0.71%
87,484
-385
32
$10.3M 0.67%
166,524
+61
33
$9.62M 0.63%
145,656
-7,031
34
$9.5M 0.62%
284,167
+21,325
35
$9.28M 0.6%
328,573
+42,126
36
$9.15M 0.6%
85,924
+5,904
37
$8.92M 0.58%
349,934
+36,352
38
$8.9M 0.58%
67,882
+4,176
39
$8.9M 0.58%
86,460
+13,560
40
$8.7M 0.57%
133,371
+1,663
41
$8.65M 0.56%
90,872
-40
42
$8.64M 0.56%
39,359
+2,166
43
$8.64M 0.56%
55,617
+1,611
44
$8.42M 0.55%
29,835
+6,707
45
$8.23M 0.54%
187,300
+14,912
46
$8.22M 0.54%
81,994
+10,638
47
$7.94M 0.52%
45,465
+4,573
48
$7.84M 0.51%
120,171
+11,648
49
$7.81M 0.51%
175,146
+27,577
50
$7.77M 0.51%
26,431
-153
1
2
3 4 5