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
1
$54.3M 4.8%
113,739
+7,146
2
$26.2M 2.32%
310,271
+8,432
3
$24.8M 2.19%
139,432
+2,431
4
$20.6M 1.83%
61,387
-923
5
$19.5M 1.73%
147,260
+4,355
6
$18.5M 1.64%
38,990
+72
7
$18.1M 1.6%
223,882
+20,940
8
$17.8M 1.57%
44,655
+2,074
9
$16.7M 1.48%
275,012
-2,069
10
$15.2M 1.35%
386,343
+94,560
11
$15.2M 1.34%
141,880
+3,146
12
$13.6M 1.2%
125,757
+14,164
13
$13.4M 1.19%
99,276
-2,733
14
$13.1M 1.16%
137,804
+15,276
15
$12M 1.07%
37,516
-3,922
16
$12M 1.07%
105,043
+4,855
17
$12M 1.06%
234,303
+16,068
18
$12M 1.06%
444,009
+16,560
19
$11.9M 1.06%
110,159
+4,383
20
$11.7M 1.04%
215,245
+10,581
21
$11.4M 1.01%
66,106
+1,499
22
$11.3M 1%
69,321
+773
23
$10.5M 0.93%
61,146
+806
24
$9.96M 0.88%
168,674
-3,126
25
$9.53M 0.84%
140,604
+476
1
2 3 4 5