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
51
$6.11M 0.54%
75,864
+1,702
52
$6.11M 0.54%
61,559
-110,492
53
$6.04M 0.53%
258,277
+76,888
54
$5.87M 0.52%
+68,761
55
$5.65M 0.5%
77,676
-118,266
56
$5.64M 0.5%
27,626
-1,243
57
$5.63M 0.5%
144,739
+4,833
58
$5.59M 0.49%
69,667
+2,379
59
$5.52M 0.49%
200,130
+5,640
60
$5.38M 0.48%
67,548
+978
61
$5.32M 0.47%
27,299
+860
62
$5.17M 0.46%
57,202
-74,278
63
$5.16M 0.46%
193,600
-105,513
64
$4.97M 0.44%
29,989
+3,596
65
$4.94M 0.44%
49,586
+12,503
66
$4.92M 0.43%
101,483
+4,785
67
$4.87M 0.43%
72,841
-2,173
68
$4.85M 0.43%
97,010
+3,170
69
$4.85M 0.43%
142,068
-11,120
70
$4.84M 0.43%
58,260
-1,623
71
$4.83M 0.43%
36,004
+1,485
72
$4.77M 0.42%
+40,518
73
$4.69M 0.41%
45,184
+843
74
$4.61M 0.41%
74,248
+3,756
75
$4.57M 0.4%
48,215
+7,154
1 2
3
4 5