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
451
$314K 0.02%
+904
452
$314K 0.02%
11,222
+3,961
453
$313K 0.02%
+3,487
454
$312K 0.02%
4,414
+3
455
$312K 0.02%
+2,223
456
$312K 0.02%
2,832
+105
457
$308K 0.02%
6,837
-440
458
$308K 0.02%
1,362
-441
459
$306K 0.02%
+5,201
460
$306K 0.02%
3,257
461
$298K 0.02%
25,427
-6,065
462
$298K 0.02%
14,188
-919
463
$297K 0.02%
1,448
-214
464
$297K 0.02%
9,211
-477
465
$297K 0.02%
10,389
466
$296K 0.02%
4,477
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467
$296K 0.02%
12,454
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468
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469
$292K 0.02%
687
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470
$290K 0.02%
5,655
-4,323
471
$287K 0.02%
+4,415
472
$286K 0.02%
4,265
+451
473
$283K 0.02%
16,095
+210
474
$282K 0.02%
5,682
-3,593
475
$280K 0.02%
3,054
-2,164
17 18
19
20 21