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
76
$4.48M 0.4%
95,861
+70,158
77
$4.37M 0.39%
+89,626
78
$4.36M 0.39%
47,963
+1,477
79
$4.2M 0.37%
45,263
+6,817
80
$4.19M 0.37%
22,981
+2,211
81
$4.19M 0.37%
13,562
+1,728
82
$4.17M 0.37%
110,238
+4,378
83
$3.84M 0.34%
76,246
-1,519
84
$3.72M 0.33%
73,993
+2,759
85
$3.7M 0.33%
22,658
+850
86
$3.52M 0.31%
220,413
+112,298
87
$3.5M 0.31%
39,429
+4,748
88
$3.46M 0.31%
112,254
-6,528
89
$3.46M 0.31%
33,237
+20,216
90
$3.39M 0.3%
25,261
+2,078
91
$3.37M 0.3%
77,446
+9,378
92
$3.37M 0.3%
30,025
+2,288
93
$3.33M 0.29%
104,384
+23,401
94
$3.32M 0.29%
67,530
-24,759
95
$3.3M 0.29%
29,825
+9,444
96
$3.28M 0.29%
92,437
+3,660
97
$3.27M 0.29%
43,239
+2,673
98
$3.24M 0.29%
61,911
+37,364
99
$3.22M 0.28%
33,393
-1,087
100
$3.19M 0.28%
109,856
2 3
4
5 6