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
351
$526K 0.04%
4,207
+1,187
352
$525K 0.04%
5,291
+1
353
$523K 0.04%
17,148
+3,839
354
$521K 0.04%
7,530
-6,971
355
$520K 0.04%
7,455
+112
356
$520K 0.04%
13,500
357
$514K 0.04%
15,900
-1,184
358
$512K 0.04%
3,797
359
$509K 0.03%
10,820
+1,623
360
$508K 0.03%
7,459
+437
361
$505K 0.03%
13,126
+325
362
$504K 0.03%
605
+70
363
$502K 0.03%
14,019
+411
364
$501K 0.03%
6,660
+180
365
$498K 0.03%
1,096
+166
366
$496K 0.03%
2,138
-251
367
$496K 0.03%
22,062
+8,100
368
$493K 0.03%
35,561
+24,098
369
$485K 0.03%
13,403
+180
370
$481K 0.03%
2,567
+209
371
$481K 0.03%
3,216
+251
372
$476K 0.03%
2,363
-107
373
$474K 0.03%
1,134
+106
374
$473K 0.03%
9,387
+560
375
$458K 0.03%
5,944
-2,093
13 14
15
16 17