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
351
$89K 0.02%
1,440
352
$88K 0.02%
1,606
+200
353
$87K 0.02%
797
-371
354
$87K 0.02%
1,412
355
$87K 0.02%
622
+148
356
$87K 0.02%
6,691
-20
357
$87K 0.02%
+2,973
358
$86K 0.02%
1,462
+100
359
$86K 0.02%
3,324
-2,926
360
$85K 0.02%
1,750
361
$85K 0.02%
1,750
362
$84K 0.02%
874
363
$84K 0.02%
1,776
-4,676
364
$83K 0.02%
1,852
-194
365
$81K 0.02%
1,040
366
$80K 0.02%
1,159
-1,216
367
$80K 0.02%
1,224
368
$79K 0.02%
2,900
+200
369
$79K 0.02%
1,687
370
$78K 0.02%
1,904
+250
371
$78K 0.02%
4,310
372
$77K 0.02%
650
373
$75K 0.02%
1,370
374
$75K 0.02%
1,642
+58
375
$74K 0.02%
696
-17
13 14
15
16 17