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
276
$638K 0.06%
10,140
+260
277
$630K 0.06%
8,561
+66
278
$622K 0.06%
304
+85
279
$609K 0.06%
2,452
-10
280
$605K 0.06%
17,091
+25
281
$601K 0.06%
10,415
+5
282
$601K 0.06%
11,160
-10,830
283
$600K 0.06%
15,768
-1,448
284
$600K 0.06%
5,830
-50
285
$592K 0.05%
3,556
+4
286
$583K 0.05%
4,936
+336
287
$579K 0.05%
3,138
+720
288
$576K 0.05%
+21,747
289
$569K 0.05%
9,748
+1,206
290
$563K 0.05%
2,166
-2,446
291
$562K 0.05%
2,767
-3,317
292
$561K 0.05%
41,958
+53
293
$558K 0.05%
20,153
+17
294
$555K 0.05%
84,462
+6,487
295
$552K 0.05%
4,771
+19
296
$551K 0.05%
3,320
+456
297
$549K 0.05%
5,490
-808
298
$544K 0.05%
9,099
+21
299
$534K 0.05%
5,211
+39
300
$533K 0.05%
+15,498
10 11
12
13 14