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
251
$946K 0.06%
23,232
+10,885
252
$930K 0.06%
5,941
+1,994
253
$929K 0.06%
7,377
+4,004
254
$923K 0.06%
12,456
+5,446
255
$902K 0.06%
19,972
-27
256
$897K 0.06%
2,584
+24
257
$887K 0.06%
4,801
-100
258
$886K 0.06%
+4,520
259
$884K 0.06%
13,052
-446
260
$883K 0.06%
7,735
-5,155
261
$875K 0.06%
20,383
+422
262
$865K 0.06%
17,198
-772
263
$864K 0.06%
1,423
+210
264
$860K 0.06%
34,950
+11,168
265
$859K 0.06%
8,527
+6,290
266
$849K 0.06%
20,149
+4,147
267
$838K 0.06%
19,897
+601
268
$838K 0.06%
10,639
+59
269
$832K 0.06%
28,173
-1,933
270
$829K 0.06%
1,983
+51
271
$820K 0.06%
9,937
+2,290
272
$818K 0.06%
1,473
+385
273
$818K 0.06%
11,979
+292
274
$815K 0.06%
4,433
+2,106
275
$811K 0.06%
4,926
-2
9 10
11
12 13