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
201
$935K 0.08%
4,412
+777
202
$927K 0.08%
16,736
203
$925K 0.08%
26,006
-1,591
204
$923K 0.08%
8,162
-1,578
205
$880K 0.08%
2,420
-78
206
$878K 0.08%
16,022
+1,069
207
$867K 0.08%
10,043
+3,224
208
$862K 0.08%
7,029
-371
209
$845K 0.07%
21,048
-1,491
210
$841K 0.07%
15,579
+577
211
$836K 0.07%
3,654
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212
$831K 0.07%
10,656
-3,098
213
$821K 0.07%
8,840
+30
214
$808K 0.07%
10,402
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215
$801K 0.07%
30,068
-149
216
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217
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26,990
+1,042
218
$796K 0.07%
29,516
-2,720
219
$795K 0.07%
12,390
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220
$786K 0.07%
10,518
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221
$777K 0.07%
8,307
+2,511
222
$775K 0.07%
3,204
+90
223
$774K 0.07%
19,082
+160
224
$772K 0.07%
14,130
+2,065
225
$765K 0.07%
18,274
-95
7 8
9
10 11