RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.54B
1-Year Est. Return
14.03%
1 Year Est. Return
+14.03%
AUM
$1.54B
AUM Growth
+$202M
(+15%)
Holding
529
Top Buys
| 1 | +$6.52M | |
| 2 | +$6.08M | |
| 3 | +$5.74M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.11M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.26M |
Top Sells
| 1 | +$5.66M | |
| 2 | +$5.41M | |
| 3 | +$5.37M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.51M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$4.16M |
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 | |
|---|---|---|---|---|---|---|
526
Synopsys
SNPS
$86.3B
| – | – |
-1,773
|
|
||
527
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
| – | – |
-2,827
|
|