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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
151
$2.57M 0.17%
17,664
+2,862
152
$2.52M 0.16%
9,343
-255
153
$2.48M 0.16%
31,708
+1,352
154
$2.46M 0.16%
8,375
-397
155
$2.45M 0.16%
32,104
+6,037
156
$2.44M 0.16%
25,669
+539
157
$2.43M 0.16%
42,607
+160
158
$2.42M 0.16%
29,025
-498
159
$2.39M 0.16%
23,949
+39
160
$2.37M 0.15%
24,948
+2,359
161
$2.37M 0.15%
29,440
-150
162
$2.35M 0.15%
23,100
+2,388
163
$2.32M 0.15%
75,270
-3,066
164
$2.26M 0.15%
79,846
+3,710
165
$2.26M 0.15%
14,653
+3,536
166
$2.24M 0.15%
76,948
+8,331
167
$2.19M 0.14%
+19,087
168
$2.19M 0.14%
17,745
-725
169
$2.18M 0.14%
11,690
+3,237
170
$2.17M 0.14%
42,140
+1,537
171
$2.13M 0.14%
48,429
+22
172
$2.1M 0.14%
2,750
+249
173
$2.1M 0.14%
43,477
+1,774
174
$2.06M 0.13%
5,084
+242
175
$2.03M 0.13%
10,698
+1,312
5 6
7
8 9