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
151
$1.6M 0.14%
18,372
+6,612
152
$1.58M 0.14%
21,990
-2,620
153
$1.57M 0.14%
52,169
-1,627
154
$1.55M 0.14%
+29,323
155
$1.53M 0.14%
21,113
+3,661
156
$1.5M 0.13%
17,252
-4,096
157
$1.48M 0.13%
10,240
-480
158
$1.48M 0.13%
5,903
+33
159
$1.47M 0.13%
8,051
+120
160
$1.46M 0.13%
+44,630
161
$1.46M 0.13%
54,178
-8,472
162
$1.45M 0.13%
+13,680
163
$1.44M 0.13%
26,677
+7,649
164
$1.44M 0.13%
8,045
-168
165
$1.44M 0.13%
20,960
+630
166
$1.43M 0.13%
19,792
+1,620
167
$1.43M 0.13%
9,090
-4,585
168
$1.43M 0.13%
30,188
-3,927
169
$1.41M 0.13%
26,706
+3,408
170
$1.4M 0.12%
19,388
-369
171
$1.4M 0.12%
21,225
-340
172
$1.39M 0.12%
22,378
-21,599
173
$1.38M 0.12%
5,139
-1,753
174
$1.38M 0.12%
57,212
+17,177
175
$1.38M 0.12%
2,749
+182
5 6
7
8 9