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
251
$773K 0.07%
2,961
+1,083
252
$766K 0.07%
33,473
+270
253
$762K 0.07%
5,762
-93
254
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8,729
-12,069
255
$746K 0.07%
9,012
+48
256
$728K 0.07%
52,990
+5,902
257
$723K 0.07%
2,528
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258
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20,312
-609
259
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31,731
260
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8,907
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261
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14,556
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262
$702K 0.06%
13,387
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263
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2,072
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264
$690K 0.06%
11,317
-129,287
265
$684K 0.06%
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6,372
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270
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11,511
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2,614
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272
$652K 0.06%
7,387
+81
273
$650K 0.06%
10,600
+1,848
274
$648K 0.06%
5,433
-6,614
275
$647K 0.06%
11,415
+358
9 10
11
12 13