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
476
$248K 0.02%
722
-45
477
$248K 0.02%
+6,967
478
$246K 0.02%
+5,158
479
$245K 0.02%
2,863
-1,651
480
$243K 0.02%
+1,876
481
$240K 0.02%
15,100
-500
482
$239K 0.02%
6,648
-2,744
483
$239K 0.02%
2,760
-100
484
$239K 0.02%
3,592
+283
485
$237K 0.02%
+1,293
486
$237K 0.02%
21,147
487
$237K 0.02%
666
+82
488
$235K 0.02%
4,038
+185
489
$234K 0.02%
+9,475
490
$234K 0.02%
3,981
491
$234K 0.02%
+4,965
492
$232K 0.02%
9,740
-2,795
493
$230K 0.02%
+9,715
494
$230K 0.02%
5,894
-66
495
$228K 0.02%
11,900
496
$228K 0.02%
5,084
+36
497
$227K 0.02%
+2,897
498
$224K 0.02%
1,466
-336
499
$224K 0.02%
2,611
-12
500
$222K 0.02%
3,716
+133
18 19
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