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
501
$249K 0.02%
+3,298
502
$249K 0.02%
4,256
+6
503
$249K 0.02%
2,090
+9
504
$244K 0.02%
9,614
-1,377
505
$242K 0.02%
6,962
-12
506
$241K 0.02%
2,157
+72
507
$239K 0.02%
6,349
+292
508
$239K 0.02%
1,552
-6
509
$237K 0.02%
+544
510
$237K 0.02%
4,598
+375
511
$236K 0.02%
509
512
$235K 0.02%
8,451
+125
513
$233K 0.02%
4,648
-79
514
$233K 0.02%
1,989
-729
515
$233K 0.02%
6,360
-1,167
516
$231K 0.02%
4,831
+131
517
$231K 0.02%
5,058
-279
518
$231K 0.02%
5,296
-409
519
$231K 0.02%
4,074
-362
520
$230K 0.02%
4,665
-971
521
$230K 0.02%
4,408
-3,543
522
$228K 0.02%
2,979
-295
523
$227K 0.02%
+2,397
524
$227K 0.02%
+1,314
525
$227K 0.02%
11,767
+37
19 20
21
22 23