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
376
$282K 0.03%
1,691
+8
377
$280K 0.03%
699
-13
378
$280K 0.03%
8,321
+1,154
379
$280K 0.03%
1,711
+236
380
$276K 0.03%
1,391
-231
381
$275K 0.03%
3,979
+97
382
$273K 0.03%
3,476
+20
383
$272K 0.03%
+3,783
384
$271K 0.03%
2,067
-164
385
$270K 0.03%
7,255
-70
386
$266K 0.03%
968
+92
387
$266K 0.03%
9,212
-6,842
388
$264K 0.03%
12,299
+231
389
$263K 0.03%
22,163
+411
390
$263K 0.03%
7,101
+389
391
$263K 0.03%
2,741
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392
$262K 0.03%
8,025
393
$257K 0.03%
5,025
394
$256K 0.03%
3,191
+20
395
$255K 0.03%
11,469
396
$253K 0.03%
1,886
+104
397
$252K 0.03%
13,019
-2,075
398
$250K 0.03%
6,661
+115
399
$250K 0.03%
1,241
400
$248K 0.03%
1,107
+53
14 15
16
17 18