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
476
$224K 0.02%
3,449
-15
477
$224K 0.02%
921
-584
478
$224K 0.02%
+2,154
479
$222K 0.02%
2,859
-1,114
480
$222K 0.02%
3,525
-67
481
$220K 0.02%
1,922
+1
482
$220K 0.02%
+3,082
483
$220K 0.02%
+1,478
484
$220K 0.02%
+2,611
485
$220K 0.02%
6,187
-145
486
$220K 0.02%
+8,985
487
$220K 0.02%
3,487
-215
488
$217K 0.02%
+9,208
489
$216K 0.02%
21,147
490
$215K 0.02%
9,886
-2,414
491
$214K 0.02%
3,233
-805
492
$214K 0.02%
+3,205
493
$212K 0.02%
5,066
-18
494
$211K 0.02%
+2,753
495
$211K 0.02%
480
-186
496
$211K 0.02%
1,144
+7
497
$211K 0.02%
8,399
-3,000
498
$210K 0.02%
2,075
+203
499
$208K 0.02%
+1,688
500
$207K 0.02%
+2,957
18 19
20
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