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
426
$281K 0.03%
3,611
-1,255
427
$281K 0.03%
3,981
428
$279K 0.03%
674
-4
429
$278K 0.03%
10,998
+3,202
430
$277K 0.03%
4,761
-2,238
431
$276K 0.03%
8,675
432
$276K 0.03%
6,013
-222
433
$276K 0.03%
6,604
-11,170
434
$275K 0.03%
3,911
+71
435
$275K 0.03%
4,060
-1,423
436
$274K 0.03%
661
-61
437
$272K 0.03%
+8,617
438
$272K 0.03%
1,068
-21
439
$267K 0.02%
+28,263
440
$263K 0.02%
8,286
+528
441
$260K 0.02%
3,754
+2
442
$260K 0.02%
15,250
+3,175
443
$259K 0.02%
1,284
-9
444
$258K 0.02%
2,034
+158
445
$258K 0.02%
13,200
+1,300
446
$257K 0.02%
1,093
+24
447
$255K 0.02%
3,017
-433
448
$255K 0.02%
1,240
+1
449
$255K 0.02%
5,690
+411
450
$254K 0.02%
1,236
-263
16 17
18
19 20