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
$352M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$971K
3
+$789K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$728K
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$670K

Top Sells

1
+$4.25M
2
+$3.67M
3
+$3.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.27M

Sector Composition

1 Healthcare 8.51%
2 Consumer Discretionary 8.08%
3 Financials 5.18%
4 Industrials 4.65%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.07%
10,700
+1,100
227
$254K 0.07%
+6,531
228
$250K 0.07%
1,676
-384
229
$248K 0.07%
+2,798
230
$248K 0.07%
+4,601
231
$245K 0.07%
35,384
-9,200
232
$240K 0.07%
5,183
-2,318
233
$238K 0.07%
+2,029
234
$235K 0.07%
+9,690
235
$234K 0.07%
3,683
-3,584
236
$234K 0.07%
1,764
-183
237
$233K 0.07%
7,886
-31
238
$231K 0.07%
2,903
-65
239
– –
0
240
$224K 0.06%
4,146
-2,707
241
$222K 0.06%
22,499
+27
242
$219K 0.06%
+5,640
243
$219K 0.06%
27,045
+1,007
244
$215K 0.06%
+6,559
245
$213K 0.06%
+3,953
246
– –
0
247
$203K 0.06%
+10,810
248
$184K 0.05%
4,851
-558
249
$182K 0.05%
13,176
+1,382
250
$181K 0.05%
+11,925
7 8 9
10
11