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
501
$205K 0.02%
+2,336
502
$203K 0.02%
635
+2
503
$202K 0.02%
+11,151
504
$201K 0.02%
+8,735
505
$200K 0.02%
4,014
+107
506
$195K 0.02%
10,056
-2,192
507
$187K 0.02%
10,781
-107
508
$183K 0.02%
12,700
-2,400
509
$176K 0.02%
17,200
+100
510
$171K 0.02%
14,000
511
$161K 0.01%
20,696
+4,592
512
$157K 0.01%
25,350
-11,730
513
$133K 0.01%
16,074
+2,895
514
$119K 0.01%
23,140
515
$118K 0.01%
28,995
-15
516
$105K 0.01%
1,589
+22
517
$83K 0.01%
+540
518
$77K 0.01%
+1,016
519
$67K 0.01%
11,088
-11,443
520
$52K ﹤0.01%
+10,000
521
$49K ﹤0.01%
15,231
+262
522
$37K ﹤0.01%
11,077
-132
523
$28K ﹤0.01%
+256
524
$9K ﹤0.01%
+225
525
– –
-30,335
19 20
21
22 23