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
151
$1.75M 0.15%
59,498
+15,379
152
$1.71M 0.15%
8,542
-12
153
$1.69M 0.15%
6,911
-224
154
$1.69M 0.15%
14,409
-898
155
$1.68M 0.15%
8,088
+3,056
156
$1.67M 0.15%
69,901
+21,529
157
$1.67M 0.15%
9,341
-442
158
$1.64M 0.15%
34,271
+7,859
159
$1.59M 0.14%
19,184
+2,212
160
$1.57M 0.14%
33,560
+5,151
161
$1.52M 0.13%
14,251
+3,924
162
$1.5M 0.13%
19,404
+1,484
163
$1.49M 0.13%
52,070
-1,000
164
$1.44M 0.13%
56,218
+3,916
165
$1.44M 0.13%
9,059
+367
166
$1.44M 0.13%
9,294
+2
167
$1.42M 0.13%
12,371
+1,635
168
$1.41M 0.12%
18,512
+8,730
169
$1.38M 0.12%
12,968
-892
170
$1.37M 0.12%
2,907
+202
171
$1.35M 0.12%
6,983
+582
172
$1.34M 0.12%
28,214
-2,072
173
$1.32M 0.12%
28,341
+1,299
174
$1.29M 0.11%
65,888
-2,347
175
$1.27M 0.11%
6,790
+961
5 6
7
8 9