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
26
$3.23M 0.87%
73,199
+4,892
27
$3.21M 0.87%
50,990
+50,901
28
$3.18M 0.86%
27,107
-28,579
29
$3.15M 0.85%
60,891
+3,208
30
$3.13M 0.85%
21,160
+1,670
31
$3.12M 0.84%
29,964
+1,994
32
$3.11M 0.84%
28,626
-819
33
$3.09M 0.84%
103,070
-74,290
34
$3.07M 0.83%
64,932
+3,902
35
$3.06M 0.83%
115,803
-1,261
36
$3.04M 0.82%
64,087
+4,466
37
$3.04M 0.82%
8,783
+514
38
$2.97M 0.8%
78,320
+6,433
39
$2.95M 0.8%
27,691
+1,416
40
$2.88M 0.78%
58,966
-955
41
$2.85M 0.77%
54,274
+4,628
42
$2.84M 0.77%
74,478
+5,838
43
$2.83M 0.76%
18,172
+1,283
44
$2.8M 0.76%
34,917
+2,224
45
$2.77M 0.75%
37,460
+2,672
46
$2.76M 0.75%
+42,793
47
$2.75M 0.75%
47,601
+3,886
48
$2.75M 0.75%
13,297
-20,948
49
$2.68M 0.73%
32,199
-947
50
$2.67M 0.72%
43,467
-2,522
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