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
$1.43B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.44M
3
+$3.55M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.54M
5
ULTA icon
Ulta Beauty
ULTA
+$2.53M

Top Sells

1
+$18M
2
+$17.7M
3
+$10.2M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$9.98M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.61M

Sector Composition

1 Technology 8.76%
2 Healthcare 5.26%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.21%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.13%
39,667
+1,435
177
$1.9M 0.13%
16,181
-5,435
178
$1.89M 0.13%
18,735
+2,532
179
$1.88M 0.13%
85,196
-60,591
180
$1.86M 0.13%
40,655
+13,249
181
$1.85M 0.13%
34,394
-40,845
182
$1.84M 0.13%
23,339
-1,916
183
$1.78M 0.12%
64,676
+3,958
184
$1.77M 0.12%
61,806
-40,753
185
$1.76M 0.12%
19,928
+1,588
186
$1.75M 0.12%
64,808
+33,138
187
$1.75M 0.12%
44,069
-3,399
188
$1.74M 0.12%
33,959
-496
189
$1.7M 0.12%
18,128
+4,118
190
$1.69M 0.12%
10,403
+8,020
191
$1.67M 0.12%
21,375
+701
192
$1.66M 0.12%
17,235
-2,046
193
$1.64M 0.11%
62,852
-3,775
194
$1.63M 0.11%
13,489
-1,341
195
$1.62M 0.11%
36,824
-1,172
196
$1.59M 0.11%
9,721
-303
197
$1.59M 0.11%
15,074
-996
198
$1.55M 0.11%
18,555
+1,501
199
$1.53M 0.11%
24,358
-1,096
200
$1.53M 0.11%
144,659
-7,003
6 7
8
9 10