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
376
$455K 0.03%
13,805
-5,726
377
$453K 0.03%
9,691
-2,167
378
$448K 0.03%
1,545
379
$448K 0.03%
4,885
+252
380
$445K 0.03%
12,484
+1,747
381
$441K 0.03%
4,207
-5,403
382
$440K 0.03%
10,697
-329
383
$439K 0.03%
8,521
-442
384
$437K 0.03%
1,261
-816
385
$433K 0.03%
18,261
386
$431K 0.03%
4,511
-143
387
$430K 0.03%
15,325
+6,047
388
$429K 0.03%
4,950
389
$421K 0.03%
8,191
-275
390
$418K 0.03%
34,190
+3,180
391
$417K 0.03%
4,133
-902
392
$416K 0.03%
1,863
-273
393
$415K 0.03%
11,459
-176,587
394
$413K 0.03%
14,241
+3,239
395
$413K 0.03%
3,144
+138
396
$412K 0.03%
+7,314
397
$411K 0.03%
1,774
+297
398
$409K 0.03%
9,187
+356
399
$405K 0.03%
10,532
-71
400
$401K 0.03%
6,900
+1,400
14 15
16
17 18