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
$935M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$6.66M
3
+$5.43M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$5.33M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.65M

Top Sells

1
+$7.43M
2
+$7.36M
3
+$5.96M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.64M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$3.2M

Sector Composition

1 Technology 6.05%
2 Healthcare 5.98%
3 Consumer Staples 4.72%
4 Consumer Discretionary 3.36%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$320K 0.03%
5,706
+246
352
$318K 0.03%
1,307
+199
353
$317K 0.03%
2,677
-34
354
$315K 0.03%
2,738
-244
355
$311K 0.03%
+3,025
356
$310K 0.03%
2,281
-579
357
$310K 0.03%
+3,838
358
$308K 0.03%
559
-1,459
359
$308K 0.03%
1,515
+9
360
$305K 0.03%
10,150
-400
361
$305K 0.03%
13,229
-4,637
362
$304K 0.03%
+11,863
363
$304K 0.03%
5,969
-535
364
$304K 0.03%
579
+6
365
$302K 0.03%
1,835
+4
366
$301K 0.03%
6,178
+1,614
367
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368
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3,358
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369
$298K 0.03%
3,804
+2
370
$296K 0.03%
+1,222
371
$294K 0.03%
11,044
+33
372
$289K 0.03%
3,485
-495
373
$288K 0.03%
5,260
-2,650
374
$287K 0.03%
3,340
-1,317
375
$284K 0.03%
12,185
-2,495
13 14
15
16 17