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
301
$147K 0.03%
3,686
-1,112
302
$142K 0.03%
12,806
+301
303
$137K 0.03%
24,860
-16,374
304
$127K 0.03%
16,940
305
$117K 0.02%
2,055
+87
306
$95K 0.02%
34,560
-3,000
307
$89K 0.02%
15,000
308
$50K 0.01%
+328
309
– –
0
310
$36K 0.01%
+206
311
$32K 0.01%
+24,600
312
– –
0
313
$22K ﹤0.01%
2,215
314
– –
0
315
$15K ﹤0.01%
+1,379
316
– –
0
317
– –
0
318
– –
-1,057
319
– –
-13,616
320
– –
-18,458
321
– –
-139,354
322
– –
-33,041
323
– –
-122,060
324
– –
-2,833
325
– –
-14,281
11 12
13
14 15