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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.07%
3,279
+384
227
$340K 0.07%
6,553
+20
228
$338K 0.07%
13,874
-1,532
229
$337K 0.07%
8,718
-810
230
$336K 0.07%
17,249
-2,513
231
$334K 0.07%
13,808
-13,409
232
$333K 0.07%
16,658
-240
233
$329K 0.07%
8,490
234
$326K 0.07%
+2,419
235
$324K 0.07%
298
-98
236
$320K 0.07%
22,500
-7,000
237
$318K 0.06%
9,908
+155
238
$313K 0.06%
+4,573
239
$309K 0.06%
14,377
+80
240
$308K 0.06%
9,159
-539
241
$305K 0.06%
24,064
-43
242
$301K 0.06%
4,080
-344
243
$299K 0.06%
15,172
+54
244
$295K 0.06%
13,800
245
$295K 0.06%
16,170
-4,806
246
$293K 0.06%
13,844
-480
247
$292K 0.06%
5,418
-10
248
$280K 0.06%
5,856
-46,546
249
$280K 0.06%
+10,390
250
$278K 0.06%
3,414
+109
8 9
10
11 12