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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
101
$4.06M 0.26%
98,721
-2,426
102
$4.03M 0.26%
60,192
+3,272
103
$4.01M 0.26%
28,105
+3,464
104
$3.98M 0.26%
40,634
+2,061
105
$3.9M 0.25%
+156,114
106
$3.88M 0.25%
43,205
+750
107
$3.87M 0.25%
109,724
+16,792
108
$3.86M 0.25%
7,059
-21
109
$3.82M 0.25%
27,201
+5,986
110
$3.79M 0.25%
82,332
+53,778
111
$3.77M 0.25%
109,856
112
$3.74M 0.24%
47,704
+25,332
113
$3.63M 0.24%
17,348
-806
114
$3.58M 0.23%
69,906
+7,208
115
$3.56M 0.23%
31,753
+3,166
116
$3.53M 0.23%
152,594
+4,300
117
$3.5M 0.23%
+10,838
118
$3.48M 0.23%
77,976
+14,346
119
$3.44M 0.22%
52,204
-504
120
$3.43M 0.22%
30,530
+118
121
$3.42M 0.22%
22,964
-310
122
$3.37M 0.22%
32,627
+25,187
123
$3.37M 0.22%
27,794
-131
124
$3.34M 0.22%
4,545
+538
125
$3.33M 0.22%
30,595
-326
3 4
5
6 7