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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$811K 0.06%
1,295
-9
277
$807K 0.06%
28,331
-23,544
278
$805K 0.06%
9,021
+34
279
$799K 0.05%
2,010
+103
280
$797K 0.05%
+27,231
281
$795K 0.05%
2,993
-1,062
282
$791K 0.05%
17,217
-1,485
283
$786K 0.05%
24,873
-1,691
284
$782K 0.05%
10,061
+551
285
$775K 0.05%
3,922
+275
286
$765K 0.05%
+15,772
287
$755K 0.05%
4,182
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288
$754K 0.05%
8,254
+839
289
$745K 0.05%
5,023
-22
290
$744K 0.05%
18,082
-5,783
291
$741K 0.05%
17,101
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292
$731K 0.05%
+32,491
293
$730K 0.05%
12,606
-107
294
$724K 0.05%
9,364
-4,065
295
$720K 0.05%
26,514
+7,902
296
$712K 0.05%
5,012
+396
297
$709K 0.05%
7,541
+261
298
$694K 0.05%
7,705
+131
299
$684K 0.05%
+19,632
300
$680K 0.05%
1,347
+154
10 11
12
13 14