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
201
$1.25M 0.11%
20,411
-301
202
$1.24M 0.11%
7,153
+103
203
$1.24M 0.11%
15,297
+4,540
204
$1.23M 0.11%
8,844
-1,788
205
$1.23M 0.11%
17,208
+2,384
206
$1.23M 0.11%
10,609
+457
207
$1.22M 0.11%
3,304
-629
208
$1.22M 0.11%
24,753
+2,017
209
$1.21M 0.11%
77,975
+5,094
210
$1.19M 0.11%
2,510
-529
211
$1.18M 0.1%
14,977
+300
212
$1.18M 0.1%
7,988
-40
213
$1.17M 0.1%
52,603
+4,697
214
$1.16M 0.1%
18,745
-2,551
215
$1.16M 0.1%
8,971
+68
216
$1.16M 0.1%
27,003
+4,438
217
$1.16M 0.1%
9,963
-54
218
$1.16M 0.1%
3,282
-1,290
219
$1.14M 0.1%
27,700
+564
220
$1.13M 0.1%
2,893
-600
221
$1.13M 0.1%
4,936
-935
222
$1.13M 0.1%
6,964
-467
223
$1.11M 0.1%
31,511
-6,859
224
$1.1M 0.1%
28,565
+9,835
225
$1.07M 0.1%
+39,652
7 8
9
10 11