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
476
$252K 0.02%
2,617
-106
477
$252K 0.02%
12,263
-180
478
$251K 0.02%
2,612
-780
479
$214K 0.02%
19,096
-397
480
$210K 0.01%
14,000
481
$200K 0.01%
15,322
+4,475
482
$187K 0.01%
15,406
+4,452
483
$150K 0.01%
17,250
484
$132K 0.01%
24,764
+628
485
$132K 0.01%
20,699
+57
486
$128K 0.01%
14,325
+775
487
$107K 0.01%
11,000
-177
488
$104K 0.01%
28,460
489
$88.6K 0.01%
13,606
490
$78.6K 0.01%
15,944
-51
491
$68.5K ﹤0.01%
13,350
492
$62.1K ﹤0.01%
70,800
+38,000
493
$61.8K ﹤0.01%
25,330
-353
494
$48.2K ﹤0.01%
17,729
-1,031
495
$40.6K ﹤0.01%
+10,186
496
$30.7K ﹤0.01%
+14,459
497
$3.15K ﹤0.01%
275
498
$1.5K ﹤0.01%
+13,000
499
– –
-3,378
500
– –
-1,427
18 19
20
21 22