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
451
$254K 0.02%
3,341
+1
452
$249K 0.02%
7,606
+639
453
$249K 0.02%
+881
454
$248K 0.02%
19,880
-38,773
455
$248K 0.02%
8,374
+20
456
$247K 0.02%
3,839
-18,454
457
$246K 0.02%
1,864
-19
458
$245K 0.02%
5,372
-618
459
$245K 0.02%
5,370
+405
460
$244K 0.02%
3,221
-1,493
461
$242K 0.02%
+2,900
462
$238K 0.02%
+12,189
463
$238K 0.02%
3,092
+138
464
$236K 0.02%
+481
465
$236K 0.02%
4,613
+23
466
$233K 0.02%
2,760
467
$233K 0.02%
5,693
-3
468
$231K 0.02%
+13,628
469
$230K 0.02%
6,688
-2,663
470
$230K 0.02%
842
-206
471
$228K 0.02%
1,782
-28
472
$227K 0.02%
+4,885
473
$225K 0.02%
7,638
-278
474
$225K 0.02%
3,219
-4
475
$224K 0.02%
+2,798
17 18
19
20 21