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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.08%
29,561
+923
227
$1.2M 0.08%
10,583
-217
228
$1.19M 0.08%
24,989
+97
229
$1.18M 0.08%
14,679
-13,710
230
$1.17M 0.08%
11,618
-221
231
$1.17M 0.08%
4,108
+763
232
$1.15M 0.08%
6,805
+988
233
$1.15M 0.08%
11,188
-63,287
234
$1.15M 0.08%
16,739
235
$1.14M 0.08%
2,184
-176
236
$1.12M 0.08%
21,709
-43,268
237
$1.11M 0.08%
18,002
+1,347
238
$1.04M 0.07%
3,921
+5
239
$1.03M 0.07%
19,408
+1,174
240
$1.02M 0.07%
23,876
+159
241
$1.02M 0.07%
42,699
+1,786
242
$999K 0.07%
43,418
+536
243
$992K 0.07%
19,807
+3,653
244
$990K 0.07%
42,602
+577
245
$988K 0.07%
5,838
-2,488
246
$988K 0.07%
23,524
+711
247
$983K 0.07%
38,277
-2,021
248
$976K 0.07%
3,390
+6
249
$973K 0.07%
3,034
+848
250
$968K 0.07%
9,929
-293
8 9
10
11 12