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
251
$278K 0.06%
4,358
+768
252
$277K 0.06%
3,474
-258
253
$273K 0.06%
8,295
+974
254
$271K 0.06%
3,487
-238
255
$270K 0.05%
4,233
256
$266K 0.05%
1,459
-172
257
$263K 0.05%
6,928
+3
258
$262K 0.05%
+2,343
259
$261K 0.05%
11,149
+328
260
$260K 0.05%
2,946
-1,563
261
$256K 0.05%
10,228
+5
262
$254K 0.05%
1,600
-48
263
$249K 0.05%
12,107
-1,939
264
$248K 0.05%
+6,138
265
$243K 0.05%
2,288
-1,403
266
$243K 0.05%
+5,158
267
$243K 0.05%
+2,799
268
$243K 0.05%
3,286
-986
269
$241K 0.05%
3,800
-6,300
270
$239K 0.05%
+5,020
271
$239K 0.05%
1,313
-65
272
$238K 0.05%
18,417
+26
273
$234K 0.05%
11,473
274
$231K 0.05%
3,940
-1,860
275
$228K 0.05%
7,530
-870
9 10
11
12 13