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
176
$1.25M 0.11%
17,245
+500
177
$1.25M 0.11%
72,799
+15,546
178
$1.25M 0.11%
9,551
-362
179
$1.24M 0.11%
4,203
-412
180
$1.24M 0.11%
18,273
+4,415
181
$1.21M 0.11%
54,611
-20,220
182
$1.21M 0.11%
26,444
+2,542
183
$1.21M 0.11%
21,735
-367
184
$1.17M 0.1%
53,364
-3
185
$1.14M 0.1%
17,913
+534
186
$1.14M 0.1%
8,941
+258
187
$1.14M 0.1%
28,146
+4,498
188
$1.13M 0.1%
8,203
-204
189
$1.13M 0.1%
10,253
+810
190
$1.08M 0.1%
10,354
+2,992
191
$1.08M 0.1%
8,330
-1,289
192
$1.07M 0.09%
+21,750
193
$1.04M 0.09%
16,739
-1,200
194
$1.04M 0.09%
10,255
+247
195
$1.02M 0.09%
10,434
-1,048
196
$994K 0.09%
6,582
+1,512
197
$988K 0.09%
162,840
+135,374
198
$976K 0.09%
6,430
+146
199
$959K 0.08%
38,288
+3,288
200
$956K 0.08%
2,782
-450
6 7
8
9 10