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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 0.85%
+331,887
27
$9.14M 0.84%
176,605
+7,931
28
$9.02M 0.83%
55,340
+640
29
$8.51M 0.78%
223,536
+2,677
30
$8.32M 0.76%
115,330
+57,395
31
$7.76M 0.71%
+210,373
32
$7.58M 0.69%
128,529
+64,129
33
$7.57M 0.69%
164,189
+204
34
$7.32M 0.67%
268,250
+1,170
35
$6.79M 0.62%
150,390
+4,786
36
$6.71M 0.62%
146,037
-2,858
37
$6.66M 0.61%
134,374
+6,038
38
$6.5M 0.6%
92,145
+1,545
39
$6.19M 0.57%
347,001
+5,635
40
$6.16M 0.57%
124,180
+33,243
41
$6.13M 0.56%
246,076
+24,221
42
$6.1M 0.56%
56,309
+630
43
$6.07M 0.56%
37,257
-769
44
$6.05M 0.55%
44,912
+43,004
45
$5.99M 0.55%
52,205
+2,869
46
$5.96M 0.55%
62,994
-2,301
47
$5.96M 0.55%
65,033
+964
48
$5.87M 0.54%
52,891
+5,079
49
$5.85M 0.54%
53,323
+4,165
50
$5.83M 0.54%
122,386
+1,255
1
2
3 4 5