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
501
$220K 0.02%
14,000
502
$220K 0.02%
593
+87
503
$219K 0.02%
+633
504
$218K 0.02%
5,192
505
$217K 0.02%
12,248
-550
506
$215K 0.02%
+3,223
507
$215K 0.02%
+2,590
508
$213K 0.02%
+3,462
509
$212K 0.02%
+1,125
510
$211K 0.02%
7,916
+473
511
$210K 0.02%
+1,933
512
$210K 0.02%
+7,796
513
$210K 0.02%
+1,810
514
$209K 0.02%
2,657
-118
515
$208K 0.02%
+3,907
516
$204K 0.02%
+3,080
517
$201K 0.02%
8,422
-2,700
518
$201K 0.02%
6,609
+1
519
$201K 0.02%
1,872
-725
520
$200K 0.02%
+5,114
521
$200K 0.02%
+4,605
522
$189K 0.02%
+37,080
523
$187K 0.02%
11,399
+200
524
$182K 0.02%
+48,182
525
$134K 0.01%
+22,841
19 20
21
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