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
301
$679K 0.05%
8,032
+144
302
$675K 0.05%
1,287
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303
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29,609
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304
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+9,436
305
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7,112
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306
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24,870
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307
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10,021
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308
$654K 0.04%
34,060
-1,657
309
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2,000
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310
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-557
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312
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18,533
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313
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29,276
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314
$638K 0.04%
6,289
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315
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316
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16,408
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6,777
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$608K 0.04%
55,615
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323
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5,219
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324
$603K 0.04%
3,123
-686
325
$602K 0.04%
26,504
-1,341
11 12
13
14 15