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
401
$247K 0.03%
9,592
-45
402
$245K 0.03%
+5,559
403
$244K 0.03%
2,918
+339
404
$243K 0.03%
68,570
-12,088
405
$243K 0.03%
+1,468
406
$242K 0.03%
626
+45
407
$241K 0.03%
3,244
+124
408
$240K 0.03%
8,197
-507
409
$239K 0.03%
4,951
+5
410
$235K 0.02%
8,458
-464
411
$234K 0.02%
12,675
+105
412
$234K 0.02%
+4,631
413
$233K 0.02%
+1,354
414
$233K 0.02%
2,184
+39
415
$232K 0.02%
4,586
+34
416
$232K 0.02%
+4,006
417
$231K 0.02%
5,474
+1,095
418
$230K 0.02%
1,549
+55
419
$229K 0.02%
9,206
+502
420
$227K 0.02%
1,679
+151
421
$225K 0.02%
2,805
+35
422
$225K 0.02%
1,577
-46
423
$224K 0.02%
+5,018
424
$224K 0.02%
+7,119
425
$223K 0.02%
1,896
-11
15 16
17
18 19