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
376
$336K 0.03%
9,935
-1,540
377
$334K 0.03%
1,474
-48
378
$328K 0.03%
+5,363
379
$327K 0.03%
18,548
-5,118
380
$327K 0.03%
2,610
+1,412
381
$324K 0.03%
9,448
-100
382
$323K 0.03%
3,441
-749
383
$321K 0.03%
10,150
-1,250
384
$321K 0.03%
3,773
+1,116
385
$321K 0.03%
3,221
+175
386
$320K 0.03%
5,025
387
$319K 0.03%
1,319
-18
388
$318K 0.03%
9,148
+2,500
389
$318K 0.03%
965
+180
390
$316K 0.03%
11,469
391
$316K 0.03%
+8,227
392
$316K 0.03%
4,716
+934
393
$314K 0.03%
7,952
+1,153
394
$314K 0.03%
+9,109
395
$313K 0.03%
1,054
+230
396
$311K 0.03%
5,398
+174
397
$311K 0.03%
1,682
-165
398
$310K 0.03%
+8,282
399
$309K 0.03%
6,750
+1,000
400
$307K 0.03%
7,555
+1,400
14 15
16
17 18