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
426
$353K 0.02%
+17,635
427
$352K 0.02%
8,122
-93
428
$350K 0.02%
25,100
-2,192
429
$350K 0.02%
3,321
-2,674
430
$348K 0.02%
4,269
+1,368
431
$347K 0.02%
1,524
-204
432
$344K 0.02%
2,744
+2
433
$343K 0.02%
3,171
-358
434
$339K 0.02%
10,600
435
$337K 0.02%
6,151
+12
436
$330K 0.02%
7,285
-473
437
$330K 0.02%
1,400
+57
438
$329K 0.02%
9,124
-2,263
439
$328K 0.02%
10,118
440
$328K 0.02%
+2,390
441
$326K 0.02%
4,668
442
$323K 0.02%
+15,249
443
$323K 0.02%
5,025
444
$322K 0.02%
+3,734
445
$321K 0.02%
3,549
+3
446
$319K 0.02%
6,669
-469
447
$319K 0.02%
11,184
+3,260
448
$318K 0.02%
12,795
-9,610
449
$316K 0.02%
1,262
+47
450
$314K 0.02%
1,157
-299
16 17
18
19 20