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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.87%
106,599
+11,401
27
$4.28M 0.87%
47,574
+442
28
$4.04M 0.82%
36,339
+832
29
$3.74M 0.76%
72,534
+1,606
30
$3.69M 0.75%
81,918
-2,746
31
$3.67M 0.75%
26,391
+115
32
$3.65M 0.74%
68,007
-163
33
$3.6M 0.73%
70,774
-4,368
34
$3.6M 0.73%
39,518
+6,754
35
$3.56M 0.72%
107,751
-8,500
36
$3.56M 0.72%
60,761
+1,953
37
$3.55M 0.72%
95,486
+74,805
38
$3.5M 0.71%
28,416
+4,567
39
$3.44M 0.7%
60,999
+890
40
$3.42M 0.7%
90,275
+165
41
$3.36M 0.68%
30,190
+476
42
$3.34M 0.68%
53,363
+2,381
43
$3.28M 0.67%
40,543
-223
44
$3.13M 0.64%
35,160
+1,060
45
$3.05M 0.62%
49,425
+446
46
$2.98M 0.61%
51,863
-8,560
47
$2.84M 0.58%
60,618
+2,398
48
$2.83M 0.57%
94,038
+663
49
$2.76M 0.56%
17,179
+1,334
50
$2.75M 0.56%
2,685
-137
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2
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