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
351
$391K 0.04%
8,844
+251
352
$388K 0.04%
5,261
-4,861
353
$388K 0.04%
3,110
354
$382K 0.04%
3,800
-10,572
355
$379K 0.03%
6,218
-177
356
$379K 0.03%
1,124
-1,769
357
$378K 0.03%
830
+117
358
$375K 0.03%
576
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359
$369K 0.03%
15,137
-1,708
360
$367K 0.03%
5,330
+84
361
$366K 0.03%
10,755
+5
362
$366K 0.03%
+6,494
363
$362K 0.03%
4,635
-343
364
$359K 0.03%
901
+5
365
$358K 0.03%
80,162
+1,019
366
$358K 0.03%
5,314
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-1,950
368
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1,660
-5,526
369
$348K 0.03%
1,503
+42
370
$346K 0.03%
7,420
+15
371
$343K 0.03%
4,512
+311
372
$342K 0.03%
11,892
-19,980
373
$342K 0.03%
2,857
-1,451
374
$338K 0.03%
13,734
-97
375
$337K 0.03%
5,916
-772
13 14
15
16 17