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
301
$211K 0.05%
1,378
-832
302
$210K 0.05%
783
+241
303
$210K 0.05%
+3,262
304
$210K 0.05%
+3,590
305
$210K 0.05%
+7,321
306
$202K 0.04%
19,403
+6,822
307
$202K 0.04%
+6,044
308
$202K 0.04%
3,792
-964
309
$195K 0.04%
13,722
-1,742
310
$195K 0.04%
+10,254
311
$188K 0.04%
4,798
+1,659
312
$177K 0.04%
+10,125
313
$171K 0.04%
+17,975
314
$170K 0.04%
27,003
-5,955
315
$163K 0.04%
13,259
-2,221
316
$162K 0.04%
3,703
+510
317
$159K 0.03%
10,034
-1,322
318
$158K 0.03%
+1,048
319
$157K 0.03%
+12,505
320
$155K 0.03%
16,714
+298
321
$151K 0.03%
+2,512
322
$149K 0.03%
+1,057
323
$132K 0.03%
6,995
+1,500
324
$112K 0.02%
1,968
+1
325
$103K 0.02%
16,940
11 12
13
14 15