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
501
$39.9K ﹤0.01%
10,823
-254
502
$20.9K ﹤0.01%
26,237
+1,237
503
$9.79K ﹤0.01%
275
504
– –
0
505
$6.54K ﹤0.01%
21,377
506
$4.27K ﹤0.01%
+10,000
507
– –
-89,169
508
– –
-16,478
509
– –
-3,091
510
– –
-1,115
511
– –
-15,104
512
– –
-27,226
513
– –
-3,343
514
– –
-415
515
– –
-9,550
516
– –
-9,043
517
– –
-12,464
518
– –
-5,265
519
– –
-5,738
520
– –
-34,671
521
– –
-8,677
522
– –
-10,228
523
– –
-6,723
524
– –
-12,783
525
– –
-2,760
18 19 20
21
22