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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
176
$2.01M 0.13%
14,294
+160
177
$2.01M 0.13%
14,467
+688
178
$2.01M 0.13%
21,205
+1,232
179
$2M 0.13%
21,698
-1,388
180
$1.99M 0.13%
27,121
+6,432
181
$1.97M 0.13%
25,672
+1,553
182
$1.92M 0.12%
5,828
+408
183
$1.92M 0.12%
41,289
+8,503
184
$1.91M 0.12%
4,293
+1,088
185
$1.9M 0.12%
20,368
+8,953
186
$1.89M 0.12%
6,705
+2,079
187
$1.87M 0.12%
49,608
188
$1.84M 0.12%
25,375
-493
189
$1.82M 0.12%
74,380
-310
190
$1.78M 0.12%
13,310
+35
191
$1.78M 0.12%
46,580
-1,749
192
$1.77M 0.12%
35,944
-1,353
193
$1.77M 0.11%
35,263
-1,254
194
$1.76M 0.11%
3,086
+121
195
$1.75M 0.11%
16,767
-70
196
$1.75M 0.11%
3,569
+208
197
$1.74M 0.11%
37,121
-2,345
198
$1.73M 0.11%
6,867
+336
199
$1.71M 0.11%
25,455
-47
200
$1.68M 0.11%
31,943
+5,444
6 7
8
9 10