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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
476
$278K 0.02%
17,279
+118
477
$278K 0.02%
4,150
478
$277K 0.02%
5,486
-320
479
$276K 0.02%
+4,099
480
$274K 0.02%
28,460
481
$274K 0.02%
6,082
+126
482
$274K 0.02%
5,721
-1,749
483
$273K 0.02%
7,155
-135
484
$272K 0.02%
+5,211
485
$271K 0.02%
9,510
486
$271K 0.02%
3,263
+20
487
$264K 0.02%
3,623
-34
488
$264K 0.02%
+9,451
489
$260K 0.02%
6,619
-286
490
$259K 0.02%
+7,167
491
$259K 0.02%
3,301
+19
492
$256K 0.02%
3,300
-69,682
493
$254K 0.02%
+8,154
494
$252K 0.02%
4,062
-8,572
495
$252K 0.02%
3,779
-172
496
$252K 0.02%
3,152
-193
497
$212K 0.01%
+11,234
498
$201K 0.01%
16,168
499
$179K 0.01%
15,406
500
$156K 0.01%
17,250
18 19
20
21 22