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
$1.43B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.44M
3
+$3.55M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.54M
5
ULTA icon
Ulta Beauty
ULTA
+$2.53M

Top Sells

1
+$18M
2
+$17.7M
3
+$10.2M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$9.98M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.61M

Sector Composition

1 Technology 8.76%
2 Healthcare 5.26%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.21%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91M 0.48%
85,557
+1,379
52
$6.76M 0.47%
139,917
+6,723
53
$6.73M 0.47%
147,045
-34,158
54
$6.62M 0.46%
106,204
-6,501
55
$6.56M 0.46%
39,112
-581
56
$6.51M 0.46%
90,662
+3,638
57
$6.51M 0.46%
111,707
+11,077
58
$6.41M 0.45%
32,485
+4,485
59
$6.38M 0.45%
32,930
+102
60
$6.36M 0.45%
26,109
+559
61
$6.21M 0.43%
78,855
+1,071
62
$6.17M 0.43%
39,968
-4,520
63
$6.14M 0.43%
36,729
-5,331
64
$5.98M 0.42%
255,059
-255,764
65
$5.94M 0.42%
39,198
+4,018
66
$5.89M 0.41%
72,888
+21,527
67
$5.84M 0.41%
140,491
+9,471
68
$5.73M 0.4%
21,703
+1,468
69
$5.64M 0.39%
27,167
+2,143
70
$5.58M 0.39%
35,144
-565
71
$5.52M 0.39%
53,004
-4,810
72
$5.48M 0.38%
103,032
+11,260
73
$5.39M 0.38%
64,353
-8,328
74
$5.37M 0.38%
87,821
+35,400
75
$5.34M 0.37%
6,022
-791
1 2
3
4 5