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
$352M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$971K
3
+$789K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$728K
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$670K

Top Sells

1
+$4.25M
2
+$3.67M
3
+$3.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.27M

Sector Composition

1 Healthcare 8.51%
2 Consumer Discretionary 8.08%
3 Financials 5.18%
4 Industrials 4.65%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 0.93%
27,733
-2,127
27
$3.27M 0.93%
19,610
-1,256
28
$3.27M 0.93%
36,442
+3,300
29
$3.26M 0.92%
46,806
-3,469
30
$3.25M 0.92%
22,491
-2,947
31
$3.24M 0.92%
10,363
-824
32
$3.24M 0.92%
50,280
-3,542
33
$3.22M 0.91%
28,556
+3,427
34
$3.08M 0.88%
2,096
-153
35
$3.08M 0.87%
99,408
-6,693
36
$3.08M 0.87%
42,835
-2,856
37
$2.99M 0.85%
21,064
+632
38
$2.97M 0.84%
17,805
-1,214
39
$2.96M 0.84%
35,840
-2,360
40
$2.94M 0.83%
119,618
+1,379
41
$2.91M 0.83%
34,660
+3,389
42
$2.89M 0.82%
35,714
+1,305
43
$2.88M 0.82%
28,160
-2,251
44
$2.85M 0.81%
61,374
+315
45
$2.78M 0.79%
39,479
-2,172
46
$2.72M 0.77%
106,626
-7,272
47
$2.72M 0.77%
22,223
-1,452
48
$2.7M 0.76%
110,045
-7,520
49
$2.67M 0.76%
105,872
-7,088
50
$2.65M 0.75%
33,489
-1,229
1
2
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