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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$201K 0.05%
3,273
252
$196K 0.05%
+4,044
253
$189K 0.05%
4,480
+280
254
$187K 0.05%
2,959
+47
255
$186K 0.05%
10,598
256
$185K 0.05%
1,764
257
$184K 0.05%
25,024
+2,822
258
$182K 0.05%
2,738
+100
259
$182K 0.05%
3,358
-355
260
$179K 0.05%
13,543
-3,353
261
$173K 0.05%
1,783
262
$172K 0.05%
6,238
+372
263
$172K 0.05%
1,878
-81
264
$172K 0.05%
4,761
+1,406
265
$170K 0.05%
2,316
266
$170K 0.05%
10,877
+249
267
$169K 0.05%
2,500
268
$166K 0.04%
1,048
-3,937
269
$164K 0.04%
2,950
+100
270
$162K 0.04%
1,465
271
$159K 0.04%
7,667
-98
272
$158K 0.04%
+9,745
273
$158K 0.04%
+2,958
274
$155K 0.04%
2,667
-591
275
$155K 0.04%
3,840
9 10
11
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