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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.06%
7,632
+510
227
$226K 0.06%
3,445
228
$225K 0.06%
2,654
+89
229
$225K 0.06%
4,560
+331
230
$224K 0.06%
3,905
-260
231
$224K 0.06%
3,670
-158
232
$224K 0.06%
8,458
+1,226
233
$223K 0.06%
+6,453
234
$219K 0.06%
3,236
-391
235
$218K 0.06%
3,386
+552
236
$217K 0.06%
+10,261
237
$217K 0.06%
4,172
+2,291
238
$216K 0.06%
+10,701
239
$216K 0.06%
6,987
+430
240
$215K 0.06%
15,105
+14,605
241
$215K 0.06%
1,906
+106
242
$214K 0.06%
35,102
-1,854
243
$212K 0.06%
6,754
244
$210K 0.06%
4,492
-303
245
$210K 0.06%
3,472
246
$209K 0.06%
10,506
+6,618
247
$208K 0.06%
7,175
-761
248
$203K 0.05%
4,784
+4,634
249
$203K 0.05%
9,891
+121
250
$203K 0.05%
+14,522
8 9
10
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