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
251
$287K 0.06%
24,107
+11,617
252
$286K 0.06%
+7,477
253
$286K 0.06%
5,428
+1,205
254
$285K 0.06%
9,753
-253
255
$284K 0.06%
+8,768
256
$283K 0.06%
+17,400
257
$282K 0.06%
+11,468
258
$279K 0.06%
+12,640
259
– –
0
260
$278K 0.06%
+3,281
261
$278K 0.06%
2,406
-678
262
$278K 0.06%
2,497
-77
263
$277K 0.06%
+10,335
264
$268K 0.06%
+14,601
265
$267K 0.06%
15,118
+346
266
$266K 0.06%
+5,493
267
$265K 0.06%
+4,272
268
$263K 0.06%
+14,046
269
$261K 0.06%
13,800
+575
270
$260K 0.06%
16,898
-1,728
271
$259K 0.06%
+3,725
272
$259K 0.06%
+22,464
273
$258K 0.06%
22,689
-3,306
274
$258K 0.06%
5,400
-128
275
$255K 0.06%
+29,500
9 10
11
12 13