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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$35K 0.01%
530
-40
477
$35K 0.01%
1,612
+11
478
$35K 0.01%
900
479
$35K 0.01%
1,503
+645
480
$35K 0.01%
1,202
-102
481
$35K 0.01%
885
482
$35K 0.01%
270
483
$35K 0.01%
910
-100
484
$34K 0.01%
698
485
$34K 0.01%
1,892
-160
486
$33K 0.01%
586
487
$33K 0.01%
1,500
-619
488
$33K 0.01%
633
+460
489
$32K 0.01%
3,000
+400
490
$32K 0.01%
615
491
$32K 0.01%
350
-126
492
$32K 0.01%
1,500
493
$31K 0.01%
305
494
$31K 0.01%
650
495
$31K 0.01%
+1,701
496
$31K 0.01%
976
+200
497
$31K 0.01%
651
+211
498
$30K 0.01%
1,148
+7
499
$30K 0.01%
848
-178
500
$30K 0.01%
406
18 19
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