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
426
$47K 0.01%
670
-35
427
$47K 0.01%
+508
428
$47K 0.01%
7,056
+5,936
429
$47K 0.01%
8,262
-4,008
430
$47K 0.01%
26,290
431
$46K 0.01%
3,450
432
$46K 0.01%
+894
433
$46K 0.01%
964
-42,782
434
$46K 0.01%
555
-16
435
$45K 0.01%
500
436
$45K 0.01%
911
437
$45K 0.01%
561
-27
438
$45K 0.01%
1,090
-52
439
$44K 0.01%
252
-158
440
$44K 0.01%
872
+2
441
$44K 0.01%
928
+175
442
$43K 0.01%
281
+81
443
$43K 0.01%
1,850
444
$43K 0.01%
1,030
-179
445
$43K 0.01%
+448
446
$42K 0.01%
350
447
$42K 0.01%
623
+71
448
$41K 0.01%
374
+41
449
$41K 0.01%
2,928
450
$41K 0.01%
1,113
16 17
18
19 20