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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
201
$1.65M 0.11%
11,635
+1,019
202
$1.64M 0.11%
24,145
+1,672
203
$1.61M 0.1%
11,301
-142
204
$1.6M 0.1%
13,330
+6,956
205
$1.59M 0.1%
11,846
+2,998
206
$1.57M 0.1%
33,623
-1,563
207
$1.54M 0.1%
13,557
-36,557
208
$1.54M 0.1%
16,482
+2,015
209
$1.51M 0.1%
4,373
+1,281
210
$1.49M 0.1%
13,038
-92
211
$1.49M 0.1%
15,976
+1,024
212
$1.45M 0.09%
4,241
+433
213
$1.44M 0.09%
9,065
-614
214
$1.41M 0.09%
35,914
+5,341
215
$1.4M 0.09%
20,945
-8,548
216
$1.4M 0.09%
6,887
+3,217
217
$1.36M 0.09%
+31,350
218
$1.35M 0.09%
13,031
-86
219
$1.35M 0.09%
4,779
+179
220
$1.34M 0.09%
10,660
-160
221
$1.33M 0.09%
5,417
-295
222
$1.3M 0.08%
8,054
+479
223
$1.29M 0.08%
12,584
-5,788
224
$1.25M 0.08%
46,239
-923
225
$1.25M 0.08%
+24,058
7 8
9
10 11