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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
501
$151K 0.01%
30,225
+4,000
502
$146K 0.01%
+12,908
503
$110K 0.01%
18,774
+1,428
504
$108K 0.01%
+11,234
505
$106K 0.01%
11,412
506
$92.4K 0.01%
+12,811
507
$82.2K 0.01%
13,606
508
$79.1K 0.01%
15,104
+1,682
509
$68.7K ﹤0.01%
13,167
510
$65.7K ﹤0.01%
13,350
511
$57.7K ﹤0.01%
14,168
-122
512
$53.6K ﹤0.01%
27,204
513
$49.1K ﹤0.01%
17,867
-269
514
$24.6K ﹤0.01%
11,043
515
$5.5K ﹤0.01%
533
+33
516
– –
-305
517
– –
-1,254
518
– –
-3,686
519
– –
-7,832
520
– –
-5,519
521
– –
-5,962
522
– –
-229,726
523
– –
-3,955
524
– –
-1,286
525
– –
-12,218
18 19 20
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