RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.1M
AUM Growth
-$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$19.4K
3
+$14.9K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$12.4K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$9.71K

Top Sells

1
+$14.8M
2
+$11.6M
3
+$9.63M
4
PG icon
Procter & Gamble
PG
+$9.52M
5
MSFT icon
Microsoft
MSFT
+$9.09M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.35%
7,182
-860
27
$227K 0.33%
1,507
-29,761
28
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44
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50
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