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
401
$307K 0.03%
1,474
-135
402
$306K 0.03%
+5,444
403
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404
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407
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6,981
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408
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412
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414
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415
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416
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421
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1,141
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422
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774
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423
$282K 0.03%
12,371
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424
$282K 0.03%
753
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425
$281K 0.03%
5,090
-798
15 16
17
18 19