RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.89%
31,083
-2,423
27
$4.07M 0.89%
47,132
+948
28
$3.94M 0.86%
95,198
+11,282
29
$3.9M 0.85%
52,331
-64
30
$3.89M 0.85%
35,507
+12,236
31
$3.82M 0.84%
84,664
+111
32
$3.78M 0.83%
75,142
-38,415
33
$3.51M 0.77%
+33,699
34
$3.28M 0.72%
70,928
+4,378
35
$3.24M 0.71%
29,714
+4,636
36
$3.22M 0.71%
+116,251
37
$3.2M 0.7%
68,170
+44,958
38
$3.09M 0.68%
58,808
+14,532
39
$3.08M 0.67%
60,109
+14,921
40
$3.06M 0.67%
26,276
+10,737
41
$2.99M 0.66%
90,110
+1,310
42
$2.98M 0.65%
60,423
+554
43
$2.98M 0.65%
32,764
+6,833
44
$2.85M 0.63%
50,982
+12,614
45
$2.85M 0.62%
26,755
+5,874
46
$2.78M 0.61%
40,766
+4,307
47
$2.76M 0.6%
58,220
+6,702
48
$2.65M 0.58%
48,979
+5,065
49
$2.6M 0.57%
23,849
+3,405
50
$2.56M 0.56%
34,100
+14,700
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