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
$935M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$6.66M
3
+$5.43M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$5.33M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.65M

Top Sells

1
+$7.43M
2
+$7.36M
3
+$5.96M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.64M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$3.2M

Sector Composition

1 Technology 6.05%
2 Healthcare 5.98%
3 Consumer Staples 4.72%
4 Consumer Discretionary 3.36%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$468K 0.05%
+6,170
277
$467K 0.05%
11,893
-21,100
278
$466K 0.05%
2,746
+26
279
$465K 0.05%
8,299
+238
280
$465K 0.05%
29,636
281
$463K 0.05%
18,775
-7,248
282
$458K 0.05%
5,154
-1,004
283
$457K 0.05%
6,504
+1,371
284
$446K 0.05%
4,288
-44,607
285
$444K 0.05%
+8,337
286
$442K 0.05%
9,037
-201
287
$440K 0.05%
5,568
+15
288
$434K 0.05%
5,254
-34
289
$433K 0.05%
10,310
+136
290
$432K 0.05%
2,111
+114
291
$429K 0.05%
1,607
-18
292
$428K 0.05%
13,944
+152
293
$425K 0.04%
6,962
+232
294
$423K 0.04%
13,285
295
$423K 0.04%
9,248
+50
296
$420K 0.04%
2,813
-74
297
$410K 0.04%
1,427
-39
298
$408K 0.04%
2,824
+47
299
$404K 0.04%
9,657
-932
300
$404K 0.04%
9,493
+146
10 11
12
13 14