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
126
$2.4M 0.21%
12,556
+10,060
127
$2.32M 0.2%
10,996
+9,436
128
$2.32M 0.2%
21,208
+881
129
$2.3M 0.2%
31,089
+3,147
130
$2.25M 0.2%
22,113
-10,153
131
$2.24M 0.2%
37,322
+13,293
132
$2.24M 0.2%
81,184
-11,457
133
$2.23M 0.2%
177,101
-1,683
134
$2.23M 0.2%
+20,644
135
$2.13M 0.19%
+66,459
136
$2.12M 0.19%
20,321
-156
137
$2.11M 0.19%
19,261
-273
138
$2.08M 0.18%
14,855
+895
139
$2.04M 0.18%
62,403
-1,781
140
$2.03M 0.18%
115,734
+16,652
141
$2.02M 0.18%
35,305
+565
142
$1.94M 0.17%
27,915
+2,027
143
$1.92M 0.17%
19,341
+740
144
$1.91M 0.17%
8,488
-1,778
145
$1.89M 0.17%
14,421
-9,442
146
$1.86M 0.16%
21,131
+3,742
147
$1.8M 0.16%
17,981
+352
148
$1.79M 0.16%
24,297
-297
149
$1.77M 0.16%
32,561
+8,465
150
$1.76M 0.16%
17,747
+682
4 5
6
7 8