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
$1.43B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.44M
3
+$3.55M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.54M
5
ULTA icon
Ulta Beauty
ULTA
+$2.53M

Top Sells

1
+$18M
2
+$17.7M
3
+$10.2M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$9.98M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.61M

Sector Composition

1 Technology 8.76%
2 Healthcare 5.26%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.21%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.23M 0.23%
47,706
-1,177
127
$3.2M 0.22%
17,608
+1,258
128
$3.1M 0.22%
20,129
+512
129
$3.02M 0.21%
30,331
+250
130
$2.99M 0.21%
66,894
-110,963
131
$2.9M 0.2%
21,283
-15,664
132
$2.83M 0.2%
22,910
+511
133
$2.77M 0.19%
12,554
-932
134
$2.73M 0.19%
102,000
+4,143
135
$2.73M 0.19%
8,232
-1,253
136
$2.71M 0.19%
33,781
-11,705
137
$2.7M 0.19%
41,667
-72,679
138
$2.62M 0.18%
69,431
-140,588
139
$2.61M 0.18%
28,589
-9,060
140
$2.6M 0.18%
46,878
-86,536
141
$2.6M 0.18%
103,752
+5,286
142
$2.56M 0.18%
28,428
-413
143
$2.56M 0.18%
14,852
+1,022
144
$2.55M 0.18%
9,202
+568
145
$2.53M 0.18%
20,108
+588
146
$2.53M 0.18%
6,735
-856
147
$2.51M 0.18%
59,923
+55,085
148
$2.48M 0.17%
30,340
-2,530
149
$2.47M 0.17%
8,897
+316
150
$2.45M 0.17%
9,990
+1,219
4 5
6
7 8