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
326
$453K 0.04%
1,803
+153
327
$453K 0.04%
3,433
-2,059
328
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+9,724
329
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330
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4,353
-1,716
331
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332
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11,840
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334
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335
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-11,083
336
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337
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338
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6,537
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339
$428K 0.04%
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340
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341
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342
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343
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344
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345
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8,370
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346
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2,079
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347
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4,820
-494
348
$396K 0.04%
2,350
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349
$396K 0.04%
10,179
+2,127
350
$394K 0.04%
2,980
+3
12 13
14
15 16