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
551
$21K 0.01%
206
+131
552
$21K 0.01%
255
-66
553
$21K 0.01%
1,546
-150
554
$21K 0.01%
628
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555
$20K 0.01%
1,472
+2
556
$20K 0.01%
911
+160
557
$20K 0.01%
899
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558
$20K 0.01%
3,488
559
$20K 0.01%
168
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560
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561
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400
562
$20K 0.01%
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563
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564
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412
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565
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566
$19K 0.01%
600
567
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240
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568
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300
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571
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572
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7,100
573
$19K 0.01%
1,658
-117
574
$18K ﹤0.01%
1,682
575
$17K ﹤0.01%
270
+110
21 22
23
24 25