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
476
$274K 0.02%
1,696
-19
477
$274K 0.02%
2,572
+79
478
$271K 0.02%
1,951
479
$270K 0.02%
5,489
-4,386
480
$269K 0.02%
4,455
+122
481
$269K 0.02%
+3,712
482
$269K 0.02%
9,609
-49
483
$268K 0.02%
11,225
-1,300
484
$268K 0.02%
11,349
485
$265K 0.02%
1,838
+39
486
$264K 0.02%
4,748
-136
487
$261K 0.02%
+857
488
$259K 0.02%
2,538
-85
489
$259K 0.02%
+2,201
490
$259K 0.02%
2,150
+48
491
$258K 0.02%
3,620
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492
$257K 0.02%
1,947
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493
$256K 0.02%
+1,497
494
$255K 0.02%
+1,984
495
$254K 0.02%
12,146
-466
496
$253K 0.02%
1,135
+106
497
$253K 0.02%
2,640
-120
498
$251K 0.02%
2,242
+109
499
$251K 0.02%
+4,871
500
$250K 0.02%
+12,820
18 19
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