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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$109K 0.03%
1,704
-31
327
$109K 0.03%
12,135
-1,975
328
$106K 0.03%
1,300
-50
329
$105K 0.03%
1,475
-10,605
330
$104K 0.03%
1,221
+289
331
$102K 0.03%
2,225
-400
332
$101K 0.03%
1,800
333
$101K 0.03%
1,130
-66
334
$101K 0.03%
1,800
+1,600
335
$100K 0.03%
313
+125
336
$99K 0.03%
855
337
$99K 0.03%
4,080
+200
338
$97K 0.03%
2,250
-47
339
$97K 0.03%
1,400
-800
340
$95K 0.03%
3,012
+2,206
341
$94K 0.03%
8,000
+2,000
342
$93K 0.03%
3,756
343
$92K 0.02%
1,400
+200
344
$92K 0.02%
2,515
-153
345
$92K 0.02%
2,300
-100
346
$92K 0.02%
1,200
347
$92K 0.02%
970
348
$91K 0.02%
2,022
+284
349
$90K 0.02%
2,400
350
$90K 0.02%
3,022
-312
12 13
14
15 16