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
301
$529K 0.05%
2,764
-60
302
$529K 0.05%
14,126
303
$524K 0.05%
1,258
-265
304
$520K 0.05%
11,192
-19
305
$515K 0.05%
5,352
+2,741
306
$512K 0.05%
18,572
-41,950
307
$512K 0.05%
18,116
-544
308
$511K 0.05%
2,966
+875
309
$505K 0.05%
+11,231
310
$494K 0.05%
9,082
-1,458
311
$493K 0.05%
5,424
-1,151
312
$489K 0.04%
3,099
-1,141
313
$486K 0.04%
2,043
-2,893
314
$486K 0.04%
5,553
-5
315
$483K 0.04%
1,935
+92
316
$481K 0.04%
19,785
+136
317
$481K 0.04%
3,045
+672
318
$476K 0.04%
33,007
+6,609
319
$471K 0.04%
3,553
-5,291
320
$465K 0.04%
1,341
321
$464K 0.04%
7,608
+459
322
$464K 0.04%
1,131
-1,379
323
$462K 0.04%
+8,855
324
$461K 0.04%
1,645
-1,997
325
$458K 0.04%
9,407
-2,681
11 12
13
14 15