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
176
$1.37M 0.12%
3,549
+490
177
$1.37M 0.12%
11,958
-110
178
$1.37M 0.12%
77,074
+8,925
179
$1.37M 0.12%
76,825
+5,377
180
$1.35M 0.12%
7,512
-1,770
181
$1.34M 0.12%
4,612
-553
182
$1.34M 0.12%
20,907
+564
183
$1.34M 0.12%
6,084
-1,028
184
$1.33M 0.12%
20,798
-3,555
185
$1.33M 0.12%
22,611
-49
186
$1.32M 0.12%
16,556
-4,298
187
$1.31M 0.12%
24,939
+1,382
188
$1.31M 0.12%
12,232
+1,740
189
$1.29M 0.11%
32,613
-1,993
190
$1.28M 0.11%
20,543
+3,631
191
$1.28M 0.11%
14,174
+616
192
$1.28M 0.11%
42,352
+16,860
193
$1.28M 0.11%
13,219
+1,048
194
$1.28M 0.11%
16,964
-3,452
195
$1.27M 0.11%
11,207
+634
196
$1.27M 0.11%
3,642
-637
197
$1.27M 0.11%
19,527
-3,649
198
$1.26M 0.11%
24,769
+7,287
199
$1.26M 0.11%
24,466
+1,909
200
$1.25M 0.11%
68,720
+8,042
6 7
8
9 10