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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
51
$7.76M 0.51%
170,909
+3,264
52
$7.51M 0.49%
158,158
+3,545
53
$7.32M 0.48%
231,569
-179,070
54
$7.31M 0.48%
51,870
+20,170
55
$7.28M 0.47%
26,000
+127
56
$7.07M 0.46%
68,644
+5,239
57
$6.85M 0.45%
71,955
+1,326
58
$6.77M 0.44%
85,742
+6,518
59
$6.76M 0.44%
19,028
+493
60
$6.75M 0.44%
60,387
-3,505
61
$6.54M 0.43%
122,449
+1,538
62
$6.32M 0.41%
95,288
+18,389
63
$6.19M 0.4%
141,938
+14,948
64
$6.18M 0.4%
20,340
+215
65
$6.14M 0.4%
244,429
+131,494
66
$6.08M 0.4%
178,110
+106,486
67
$6.08M 0.4%
+240,104
68
$6.04M 0.39%
66,089
+566
69
$6.01M 0.39%
111,585
+31,532
70
$6.01M 0.39%
158,684
+9,992
71
$5.85M 0.38%
24,008
-3,890
72
$5.84M 0.38%
183,119
+15,206
73
$5.74M 0.37%
+64,534
74
$5.63M 0.37%
35,629
+4,110
75
$5.35M 0.35%
20,854
+4,515
1 2
3
4 5