We are live on ! Find out more
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
76
$5.24M 0.34%
42,375
+13,716
77
$5.18M 0.34%
21,301
+2,532
78
$5.11M 0.33%
+96,342
79
$5.09M 0.33%
199,246
-11,658
80
$5.08M 0.33%
97,800
-6,562
81
$5.02M 0.33%
9,995
+436
82
$4.98M 0.32%
258,229
-19,433
83
$4.93M 0.32%
5,327
+31
84
$4.79M 0.31%
42,441
+11,544
85
$4.78M 0.31%
93,574
+2,654
86
$4.75M 0.31%
15,056
+680
87
$4.73M 0.31%
28,296
-118
88
$4.56M 0.3%
66,602
-1,201
89
$4.54M 0.3%
21,767
+3,827
90
$4.46M 0.29%
13,510
-179
91
$4.36M 0.28%
86,078
+65,413
92
$4.35M 0.28%
19,715
+704
93
$4.33M 0.28%
59,012
+164
94
$4.3M 0.28%
80,732
+16,965
95
$4.27M 0.28%
130,226
-42,854
96
$4.18M 0.27%
30,238
-758
97
$4.15M 0.27%
57,086
+21,081
98
$4.13M 0.27%
74,886
+68,341
99
$4.11M 0.27%
103,874
+3,579
100
$4.1M 0.27%
80,948
+2,242
2 3
4
5 6