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
451
$41K 0.01%
2,733
+960
452
$41K 0.01%
775
-163
453
$40K 0.01%
527
454
$40K 0.01%
2,542
-15,061
455
$40K 0.01%
+1,350
456
$40K 0.01%
1,863
-3,017
457
$39K 0.01%
2,213
-962
458
$39K 0.01%
855
459
$39K 0.01%
+2,736
460
$39K 0.01%
2,511
461
$39K 0.01%
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462
$38K 0.01%
950
463
$38K 0.01%
987
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464
$38K 0.01%
1,060
-30
465
$37K 0.01%
500
466
$37K 0.01%
+600
467
$37K 0.01%
676
-19
468
$36K 0.01%
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$36K 0.01%
1,059
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470
$36K 0.01%
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471
$36K 0.01%
3,363
472
$36K 0.01%
1,545
-928
473
$36K 0.01%
1,710
474
$36K 0.01%
787
475
$36K 0.01%
200
17 18
19
20 21