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
101
$2.76M 0.24%
37,710
+1,185
102
$2.7M 0.24%
8,017
-358
103
$2.65M 0.23%
61,092
+16,317
104
$2.61M 0.23%
25,805
-27
105
$2.6M 0.23%
11,984
-409
106
$2.56M 0.23%
40,370
-681
107
$2.52M 0.22%
22,075
+404
108
$2.5M 0.22%
17,925
+1,203
109
$2.48M 0.22%
91,871
+7,157
110
$2.48M 0.22%
49,526
+2,102
111
$2.47M 0.22%
55,437
+1,345
112
$2.46M 0.22%
18,343
+1,260
113
$2.46M 0.22%
14,087
+194
114
$2.4M 0.21%
38,576
+4,954
115
$2.36M 0.21%
39,042
+3,291
116
$2.24M 0.2%
20,435
-2,754
117
$2.23M 0.2%
13,051
+202
118
$2.22M 0.2%
12,156
-268
119
$2.22M 0.2%
14,924
+168
120
$2.19M 0.19%
12,475
+36
121
$2.18M 0.19%
32,200
+18,700
122
$2.18M 0.19%
107,072
-6,834
123
$2.14M 0.19%
7,004
+497
124
$2.06M 0.18%
51,791
-4,182
125
$2.05M 0.18%
8,054
-795
3 4
5
6 7