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
101
$3.14M 0.28%
23,264
-437
102
$3.11M 0.27%
6,261
-103
103
$3.09M 0.27%
16,838
+4,597
104
$3.03M 0.27%
13,630
+201
105
$2.98M 0.26%
15,734
+2,431
106
$2.94M 0.26%
19,904
-216
107
$2.92M 0.26%
13,828
+294
108
$2.92M 0.26%
31,414
+728
109
$2.82M 0.25%
123,941
+13,909
110
$2.78M 0.25%
17,598
+1,402
111
$2.76M 0.24%
44,359
+2,946
112
$2.74M 0.24%
20,276
+2,059
113
$2.72M 0.24%
36,606
+22,890
114
$2.72M 0.24%
49,797
+26,913
115
$2.71M 0.24%
50,066
-7,852
116
$2.69M 0.24%
69,537
+3,392
117
$2.68M 0.24%
53,032
+6,399
118
$2.68M 0.24%
20,550
-7,478
119
$2.66M 0.24%
44,721
+786
120
$2.63M 0.23%
25,901
+23,647
121
$2.53M 0.22%
52,814
+1,099
122
$2.46M 0.22%
18,293
+16,372
123
$2.44M 0.22%
70,552
+55,831
124
$2.42M 0.21%
+46,213
125
$2.42M 0.21%
51,449
+41,377
3 4
5
6 7