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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 0.83%
73,949
+10,750
27
$11.2M 0.77%
492,925
+3,413
28
$10.9M 0.75%
96,246
-3,600
29
$10.5M 0.72%
241,854
+4,110
30
$10.3M 0.7%
318,443
-8,908
31
$10.1M 0.69%
199,203
+19,657
32
$9.24M 0.63%
220,265
+9,494
33
$9.17M 0.63%
372,804
+11,038
34
$9.11M 0.62%
212,353
-45,310
35
$8.84M 0.6%
119,115
+39,940
36
$8.83M 0.6%
101,346
-1,388
37
$8.51M 0.58%
53,963
-422
38
$8.49M 0.58%
148,360
-626
39
$8.45M 0.58%
98,447
-3,089
40
$8.38M 0.57%
110,047
+2,970
41
$8.26M 0.56%
29,288
-1,412
42
$8.06M 0.55%
19,158
+155
43
$8.03M 0.55%
233,125
+17,041
44
$7.82M 0.53%
44,145
+161
45
$7.69M 0.53%
71,447
+1,095
46
$7.67M 0.52%
183,627
-2,493
47
$7.6M 0.52%
29,234
+950
48
$7.31M 0.5%
263,307
+58,142
49
$7.19M 0.49%
204,276
+4,159
50
$7.17M 0.49%
47,536
+2,468
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