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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$914K 0.08%
2,557
-22
227
$909K 0.08%
7,725
-1,246
228
$901K 0.08%
26,247
-1,341
229
$898K 0.08%
23,432
-2,913
230
$886K 0.08%
10,232
+3,934
231
$884K 0.08%
32,974
+2,631
232
$869K 0.08%
18,245
-7,827
233
$856K 0.08%
5,496
+670
234
$855K 0.08%
6,235
-8,876
235
$855K 0.08%
6,358
+407
236
$854K 0.08%
13,400
-18,800
237
$853K 0.08%
16,420
+1,410
238
$848K 0.08%
1,911
239
$836K 0.08%
37,875
-19,337
240
$828K 0.08%
34,354
+17,820
241
$827K 0.08%
16,627
-1,800
242
$820K 0.08%
56,143
-2,894
243
$819K 0.08%
25,360
-514
244
$818K 0.08%
27,995
-529
245
$811K 0.07%
15,292
-3,265
246
$801K 0.07%
5,850
+127
247
$791K 0.07%
15,772
+926
248
$782K 0.07%
21,242
-3,865
249
$781K 0.07%
14,637
-1,072
250
$778K 0.07%
5,784
+3,210
8 9
10
11 12