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
126
$2M 0.18%
14,961
-37
127
$1.99M 0.18%
7,699
+311
128
$1.97M 0.17%
36,504
+1,492
129
$1.97M 0.17%
13,782
+57
130
$1.92M 0.17%
9,305
-94
131
$1.89M 0.17%
11,697
+962
132
$1.88M 0.17%
62,858
+28,760
133
$1.84M 0.16%
2,010
-325
134
$1.82M 0.16%
29,171
+17,321
135
$1.82M 0.16%
60,522
+38,472
136
$1.82M 0.16%
9,057
+36
137
$1.81M 0.16%
23,775
138
$1.8M 0.16%
28,032
-29,073
139
$1.77M 0.16%
2,661
-462
140
$1.76M 0.16%
41,147
+734
141
$1.73M 0.15%
14,100
+578
142
$1.72M 0.15%
7,186
+2,214
143
$1.71M 0.15%
9,614
-9
144
$1.71M 0.15%
49,525
+4,485
145
$1.69M 0.15%
20,222
+1,649
146
$1.66M 0.15%
14,372
+11,218
147
$1.65M 0.15%
10,523
+4,045
148
$1.63M 0.14%
+22,293
149
$1.63M 0.14%
15,111
-3,068
150
$1.61M 0.14%
11,224
+268
4 5
6
7 8