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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$56K 0.02%
1,950
-1,368
402
$55K 0.01%
1,386
-22
403
$55K 0.01%
5,247
-438
404
$55K 0.01%
2,120
-86
405
$55K 0.01%
265
406
$55K 0.01%
110,760
+200
407
$55K 0.01%
+3,095
408
$54K 0.01%
1,077
409
$54K 0.01%
+769
410
$54K 0.01%
1,214
+528
411
$54K 0.01%
538
+3
412
$54K 0.01%
725
+40
413
$54K 0.01%
1,373
414
$54K 0.01%
+1,200
415
$53K 0.01%
396
416
$52K 0.01%
2,878
-1
417
$51K 0.01%
629
-225
418
$50K 0.01%
1,025
+700
419
$49K 0.01%
1,450
420
$49K 0.01%
1,500
421
$49K 0.01%
+813
422
$48K 0.01%
+456
423
$48K 0.01%
1,100
+1,000
424
$48K 0.01%
+2,100
425
$47K 0.01%
+870
15 16
17
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