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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
126
$3.33M 0.22%
28,444
+5,592
127
$3.28M 0.21%
22,919
+2,192
128
$3.24M 0.21%
70,562
-4,287
129
$3.22M 0.21%
32,035
+618
130
$3.21M 0.21%
9,846
+4,011
131
$3.19M 0.21%
38,416
-74
132
$3.12M 0.2%
15,930
-20,945
133
$3.07M 0.2%
+79,063
134
$3.02M 0.2%
87,864
-1,149
135
$3.01M 0.2%
35,743
+1,426
136
$2.96M 0.19%
+14,125
137
$2.92M 0.19%
24,674
-5,291
138
$2.87M 0.19%
20,413
+14,759
139
$2.87M 0.19%
11,300
-2,315
140
$2.84M 0.18%
47,959
-179
141
$2.79M 0.18%
35,705
+2,017
142
$2.75M 0.18%
9,846
+1,489
143
$2.74M 0.18%
27,828
+82
144
$2.74M 0.18%
16,385
-5,242
145
$2.73M 0.18%
21,947
-379
146
$2.73M 0.18%
9,461
-228
147
$2.69M 0.18%
+22,220
148
$2.68M 0.17%
57,074
+50
149
$2.63M 0.17%
69,243
+35,611
150
$2.62M 0.17%
11,431
-1,294
4 5
6
7 8