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
276
$154K 0.04%
3,145
277
$151K 0.04%
2,566
+2
278
$151K 0.04%
3,180
+3,100
279
$150K 0.04%
2,800
-2,636
280
$147K 0.04%
1,182
+109
281
$145K 0.04%
360
+318
282
$145K 0.04%
3,190
283
$145K 0.04%
3,142
+588
284
$145K 0.04%
+2,736
285
$144K 0.04%
1,371
286
$144K 0.04%
2,965
+200
287
$143K 0.04%
3,255
+89
288
$142K 0.04%
1,502
289
$141K 0.04%
10,139
-400
290
$140K 0.04%
3,618
291
$139K 0.04%
2,580
+80
292
$138K 0.04%
1,035
-22
293
$137K 0.04%
1,309
+57
294
$135K 0.04%
4,222
+250
295
$133K 0.04%
4,073
+3,525
296
$133K 0.04%
5,936
297
$133K 0.04%
3,096
-351
298
$133K 0.04%
1,000
299
$132K 0.04%
1,391
+218
300
$131K 0.04%
2,320
+452
10 11
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