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
76
$3.97M 0.35%
191,044
+5,667
77
$3.96M 0.35%
17,114
-589
78
$3.96M 0.35%
13,237
-451
79
$3.84M 0.34%
75,683
+5,088
80
$3.84M 0.34%
74,535
+13,358
81
$3.65M 0.32%
70,208
-1,090
82
$3.64M 0.32%
62,408
+5,040
83
$3.57M 0.32%
16,056
+1,520
84
$3.52M 0.31%
13,811
+614
85
$3.51M 0.31%
70,649
+7,413
86
$3.45M 0.31%
58,314
+211
87
$3.44M 0.3%
6,064
+69
88
$3.27M 0.29%
31,169
+248
89
$3.26M 0.29%
37,847
+1,487
90
$3.25M 0.29%
67,461
-1,380
91
$3.13M 0.28%
28,861
-8,516
92
$3.08M 0.27%
28,192
+6,260
93
$3.07M 0.27%
33,115
+5,533
94
$3.02M 0.27%
18,066
+91
95
$2.99M 0.26%
12,131
+107
96
$2.96M 0.26%
28,677
+396
97
$2.95M 0.26%
13,042
+529
98
$2.88M 0.26%
6,948
-502
99
$2.79M 0.25%
16,081
+302
100
$2.76M 0.24%
35,548
+3,630
2 3
4
5 6