RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$3.96M
2
+$3.39M
3
+$3.36M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.16M
5
PODD icon
Insulet
PODD
+$3.16M

Top Sells

1
+$9.67M
2
+$4.49M
3
+$4.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.51M

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%
+508
427
$47K 0.01%
7,056
+5,936
428
$47K 0.01%
+870
429
$47K 0.01%
8,262
-4,008
430
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26,290
431
$46K 0.01%
3,450
432
$46K 0.01%
+894
433
$46K 0.01%
964
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434
$46K 0.01%
555
-16
435
$45K 0.01%
500
436
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911
437
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561
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438
$45K 0.01%
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439
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252
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440
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441
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928
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442
$43K 0.01%
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446
$42K 0.01%
350
447
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623
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448
$41K 0.01%
374
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449
$41K 0.01%
2,928
450
$41K 0.01%
1,113
16 17
18
19 20