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
501
$30K 0.01%
5,274
+66
502
$30K 0.01%
465
503
$30K 0.01%
1,657
+179
504
$30K 0.01%
750
+100
505
$30K 0.01%
760
506
$29K 0.01%
600
+54
507
$29K 0.01%
600
508
$29K 0.01%
257
509
$29K 0.01%
+1,160
510
$29K 0.01%
256
511
$29K 0.01%
383
512
$28K 0.01%
1,082
-76
513
$28K 0.01%
500
514
$28K 0.01%
533
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515
$27K 0.01%
+1,116
516
$26K 0.01%
+859
517
$26K 0.01%
855
518
$26K 0.01%
257
-250
519
$26K 0.01%
518
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520
$26K 0.01%
323
+50
521
$26K 0.01%
1,829
+275
522
$26K 0.01%
1,800
-1,000
523
$26K 0.01%
557
+57
524
$26K 0.01%
441
525
$26K 0.01%
675
-182
19 20
21
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