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
476
$207K 0.02%
5,749
+29
477
$206K 0.02%
4,699
-5,793
478
$205K 0.02%
+4,624
479
$203K 0.02%
691
-1,286
480
$202K 0.02%
+2,160
481
$191K 0.02%
14,000
+300
482
$180K 0.02%
11,500
483
$174K 0.02%
482
+205
484
$171K 0.02%
21,147
485
$156K 0.01%
5,199
+4,568
486
$150K 0.01%
36,500
+11,500
487
$149K 0.01%
+11,064
488
$146K 0.01%
20,962
+81
489
$146K 0.01%
10,244
-1,056
490
$135K 0.01%
14,225
-125
491
$132K 0.01%
+15,578
492
$126K 0.01%
+1,638
493
$106K 0.01%
+21,892
494
$88.8K 0.01%
28,460
495
$74.9K 0.01%
1,887
+287
496
$64.7K 0.01%
+34,221
497
$62.5K 0.01%
13,350
-6,304
498
$54.4K ﹤0.01%
19,273
+2,401
499
$47.3K ﹤0.01%
+14,034
500
$40.8K ﹤0.01%
10,500
18 19
20
21 22