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
326
$600K 0.04%
8,905
+2,153
327
$598K 0.04%
3,340
-37
328
$587K 0.04%
12,955
329
$585K 0.04%
1,871
+508
330
$581K 0.04%
8,411
+101
331
$580K 0.04%
5,401
-191
332
$577K 0.04%
2,957
+461
333
$573K 0.04%
6,054
+3,906
334
$568K 0.04%
9,812
-90
335
$561K 0.04%
178
+72
336
$555K 0.04%
2,129
+242
337
$554K 0.04%
6,266
+1,234
338
$553K 0.04%
+18,261
339
$546K 0.04%
18,345
-577
340
$546K 0.04%
781
+10
341
$541K 0.04%
3,512
342
$541K 0.04%
23,784
-2,496
343
$541K 0.04%
10,988
-25
344
$535K 0.04%
25,860
+4,044
345
$535K 0.04%
8,868
+32
346
$534K 0.04%
13,100
+1,100
347
$532K 0.04%
+15,767
348
$532K 0.04%
12,588
-986
349
$530K 0.04%
17,467
+7,960
350
$528K 0.04%
+38,541
12 13
14
15 16