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
51
$5.57M 0.49%
65,295
-1,511
52
$5.51M 0.49%
24,369
+234
53
$5.38M 0.48%
48,788
+5,814
54
$5.33M 0.47%
105,823
+12,776
55
$5.14M 0.46%
32,479
-1,881
56
$5.1M 0.45%
11,674
+939
57
$5.06M 0.45%
39,189
+7,332
58
$4.95M 0.44%
47,812
+2,046
59
$4.93M 0.44%
87,000
+3,400
60
$4.92M 0.44%
32,706
+1,030
61
$4.89M 0.43%
33,760
+2,080
62
$4.81M 0.43%
90,937
+15,606
63
$4.68M 0.41%
177,426
+2,757
64
$4.46M 0.4%
38,026
+311
65
$4.45M 0.39%
59,611
+1,775
66
$4.45M 0.39%
57,935
+23,313
67
$4.41M 0.39%
28,450
+61
68
$4.33M 0.38%
83,855
+1,472
69
$4.08M 0.36%
29,590
-1,620
70
$4.07M 0.36%
115,374
+11,266
71
$4.05M 0.36%
64,400
+6,235
72
$4.03M 0.36%
35,325
+1,978
73
$3.99M 0.35%
84,239
+6,869
74
$3.99M 0.35%
109,856
75
$3.99M 0.35%
44,821
-771
1 2
3
4 5