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
526
$227K 0.02%
+4,192
527
$224K 0.02%
+4,285
528
$223K 0.02%
+1,611
529
$222K 0.02%
3,275
-347
530
$220K 0.02%
+3,784
531
$219K 0.02%
+8,956
532
$218K 0.01%
541
-100
533
$218K 0.01%
4,621
534
$216K 0.01%
4,395
+14
535
$216K 0.01%
1,643
-372
536
$213K 0.01%
2,599
-50
537
$213K 0.01%
8,365
-38,347
538
$213K 0.01%
+383
539
$213K 0.01%
+2,100
540
$212K 0.01%
+5,718
541
$211K 0.01%
+7,823
542
$210K 0.01%
+4,633
543
$210K 0.01%
1,148
-168
544
$209K 0.01%
10,943
-816
545
$206K 0.01%
1,008
-46
546
$206K 0.01%
3,511
+91
547
$205K 0.01%
6,863
+515
548
$204K 0.01%
+6,062
549
$204K 0.01%
+4,308
550
$204K 0.01%
+10,014
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