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
426
$219K 0.02%
+5,450
427
$216K 0.02%
6,852
-12,043
428
$215K 0.02%
16,480
-6,154
429
$215K 0.02%
11,840
-375
430
$214K 0.02%
7,495
-17
431
$213K 0.02%
+3,550
432
$211K 0.02%
2,711
-205
433
$211K 0.02%
3,231
+14
434
$210K 0.02%
1,011
-17
435
$209K 0.02%
3,406
-100
436
$209K 0.02%
3,583
+217
437
$208K 0.02%
13,859
+222
438
$206K 0.02%
+4,084
439
$206K 0.02%
4,650
-516
440
$204K 0.02%
7,281
-1,271
441
$204K 0.02%
6,393
-532
442
$204K 0.02%
11,186
-59,628
443
$203K 0.02%
1,154
+20
444
$202K 0.02%
12,498
-1,742
445
$202K 0.02%
+9,231
446
$200K 0.02%
5,067
+6
447
$198K 0.02%
13,700
+50
448
$183K 0.02%
14,000
449
$163K 0.02%
33,357
+1,471
450
$160K 0.02%
21,147
16 17
18
19 20