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
276
$253K 0.06%
14,324
+900
277
$248K 0.05%
2,982
+105
278
$243K 0.05%
2,895
+435
279
$242K 0.05%
6,925
+9
280
$241K 0.05%
4,000
+1,023
281
$237K 0.05%
+11,473
282
$236K 0.05%
+396
283
$234K 0.05%
6,702
284
$233K 0.05%
10,223
+7
285
$231K 0.05%
3,529
+660
286
$228K 0.05%
+4,343
287
$228K 0.05%
+6,908
288
$228K 0.05%
10,821
-4,791
289
$224K 0.05%
1,631
-62
290
$224K 0.05%
+2,833
291
$218K 0.05%
+3,305
292
$218K 0.05%
1,648
-207
293
$218K 0.05%
8,400
-680
294
$217K 0.05%
2,671
-4,372
295
$217K 0.05%
41,234
296
$216K 0.05%
+4,233
297
$215K 0.05%
733
-137
298
– –
0
299
$212K 0.05%
+18,391
300
$211K 0.05%
6,229
+194
10 11
12
13 14