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
276
$227K 0.05%
+14,968
277
$226K 0.05%
+3,424
278
$223K 0.05%
+4,003
279
$222K 0.05%
5,969
-260
280
$221K 0.04%
3,744
-48
281
$219K 0.04%
+4,070
282
$219K 0.04%
+728
283
$215K 0.04%
2,148
-1,133
284
$214K 0.04%
+7,364
285
$213K 0.04%
419
-314
286
$209K 0.04%
5,622
-422
287
$209K 0.04%
586
-197
288
$205K 0.04%
+7,378
289
$205K 0.04%
1,580
-826
290
$205K 0.04%
2,752
-510
291
$204K 0.04%
+3,829
292
$204K 0.04%
+7,806
293
$201K 0.04%
8,472
-4,168
294
$201K 0.04%
+3,072
295
$200K 0.04%
+2,300
296
$189K 0.04%
11,307
-6,093
297
$184K 0.04%
28,150
+1,147
298
$167K 0.03%
16,714
299
$163K 0.03%
+6,592
300
$160K 0.03%
8,487
-1,767
10 11
12
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