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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$337K 0.07%
25,076
+181
227
$335K 0.07%
14,076
-9,492
228
$331K 0.07%
+15,450
229
$330K 0.07%
16,687
+45
230
$326K 0.07%
+6,563
231
$324K 0.07%
17,650
+6,450
232
$322K 0.07%
8,748
+2,450
233
$320K 0.07%
1,190
+84
234
$317K 0.07%
9,528
-942
235
$315K 0.07%
1,808
+280
236
$310K 0.07%
+4,525
237
$309K 0.07%
6,533
+94
238
$307K 0.07%
+14,814
239
$307K 0.07%
8,490
+1,600
240
$307K 0.07%
+11,313
241
$306K 0.07%
27,511
-3,740
242
$302K 0.07%
+12,851
243
$301K 0.07%
+14,297
244
$301K 0.07%
4,509
+1,662
245
$300K 0.07%
5,800
-2,480
246
$293K 0.06%
7,673
-3,009
247
$292K 0.06%
4,424
-1,054
248
$291K 0.06%
9,698
-1,510
249
$291K 0.06%
3,732
-20,714
250
$288K 0.06%
1,525
+342
8 9
10
11 12