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
201
$1.52M 0.11%
16,897
+7,516
202
$1.51M 0.11%
11,196
-658
203
$1.49M 0.1%
50,002
-2,517
204
$1.49M 0.1%
10,905
+2,696
205
$1.46M 0.1%
12,233
+9,175
206
$1.46M 0.1%
12,875
-139
207
$1.44M 0.1%
60,532
+4,498
208
$1.43M 0.1%
2,443
-532
209
$1.42M 0.1%
21,600
+1,576
210
$1.4M 0.1%
10,040
-355
211
$1.38M 0.1%
22,007
+15,294
212
$1.36M 0.1%
5,205
-4,854
213
$1.35M 0.09%
28,574
-1,585
214
$1.31M 0.09%
46,062
-2,188
215
$1.31M 0.09%
25,636
-7,146
216
$1.29M 0.09%
14,590
+2,821
217
$1.29M 0.09%
11,847
+139
218
$1.29M 0.09%
71,291
-2,091
219
$1.28M 0.09%
24,264
+1,182
220
$1.25M 0.09%
4,821
+20
221
$1.25M 0.09%
31,375
+4,557
222
$1.23M 0.09%
33,138
-37,484
223
$1.23M 0.09%
11,109
+5,334
224
$1.23M 0.09%
3,141
-435
225
$1.22M 0.09%
4,430
-4,153
7 8
9
10 11