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
401
$401K 0.03%
13,455
-9,932
402
$400K 0.03%
+6,504
403
$398K 0.03%
6,415
+394
404
$398K 0.03%
8,792
+2,122
405
$393K 0.03%
11,308
+4,256
406
$389K 0.03%
6,705
-134
407
$387K 0.03%
6,704
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408
$382K 0.03%
1,846
-17
409
$380K 0.03%
+15,193
410
$378K 0.03%
1,535
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411
$376K 0.03%
16,375
+2,699
412
$376K 0.03%
+1,119
413
$372K 0.03%
5,258
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414
$371K 0.03%
2,396
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415
$370K 0.03%
9,328
-10,352
416
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417
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418
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419
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5,043
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420
$362K 0.02%
1,510
421
$359K 0.02%
5,127
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422
$358K 0.02%
1,214
-19
423
$358K 0.02%
870
-2,387
424
$356K 0.02%
1,653
425
$355K 0.02%
4,434
+619
15 16
17
18 19