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
1
$64.4M 5.68%
156,572
+6,835
2
$22.6M 2%
137,046
-2,079
3
$21.2M 1.87%
234,076
+16,090
4
$21.2M 1.87%
441,781
+17,193
5
$20.1M 1.78%
62,747
+4,511
6
$18.7M 1.66%
65,013
-1,971
7
$17.6M 1.55%
110,458
+7,382
8
$17.3M 1.53%
158,030
+5,972
9
$16.7M 1.47%
40,764
-2,585
10
$15.5M 1.37%
213,097
+2,271
11
$14.6M 1.29%
466,456
-15,374
12
$13.9M 1.22%
93,168
+9,973
13
$13.3M 1.17%
543,579
+56,094
14
$12.5M 1.11%
80,753
+5,107
15
$12.4M 1.09%
268,088
+71,902
16
$12.2M 1.08%
48,992
+278
17
$12.1M 1.07%
268,283
+2,849
18
$11.6M 1.03%
75,466
+2,440
19
$11.6M 1.02%
185,641
+45,477
20
$11.5M 1.02%
30,684
+4,985
21
$11M 0.97%
135,894
-6,158
22
$10.2M 0.9%
105,495
-8,893
23
$9.81M 0.87%
93,013
+385
24
$9.34M 0.82%
150,778
-26,414
25
$9.06M 0.8%
104,020
-1,347
1
2 3 4 5