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
326
$85K 0.02%
37,560
+15,200
327
$81K 0.02%
+14,281
328
$75K 0.02%
15,000
329
$54K 0.01%
13,616
-4,670
330
– –
0
331
$11K ﹤0.01%
2,215
332
– –
0
333
– –
-90,391
334
– –
-15,713
335
– –
-4,987
336
– –
-20,437
337
– –
-44,047
338
– –
-4,452
339
– –
-5,619
340
– –
-10,700
341
– –
-9,340
342
– –
-8,124
343
– –
-1,887
344
– –
-5,929
345
– –
-90,453
346
– –
-5,503
347
– –
-127,784
348
– –
-3,105
349
– –
-36,930
350
– –
-6,960
12 13
14
15 16