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
551
$203K 0.01%
+1,984
552
$203K 0.01%
+494
553
$202K 0.01%
+3,157
554
$201K 0.01%
6,360
-203
555
$199K 0.01%
18,212
+6,354
556
$175K 0.01%
12,241
+500
557
$162K 0.01%
14,000
558
$143K 0.01%
+10,260
559
$142K 0.01%
20,658
+2,706
560
$141K 0.01%
17,250
561
$135K 0.01%
18,434
-1,740
562
$130K 0.01%
23,552
+250
563
$127K 0.01%
+10,954
564
$99.3K 0.01%
13,450
565
$85.1K 0.01%
16,359
+266
566
$81.5K 0.01%
13,606
567
$64.2K ﹤0.01%
13,350
568
$61.6K ﹤0.01%
33,300
-800
569
$59.3K ﹤0.01%
11,169
-6,615
570
$54.5K ﹤0.01%
21,978
+4,330
571
$53.6K ﹤0.01%
11,420
+280
572
$53.5K ﹤0.01%
28,460
573
$45.9K ﹤0.01%
11,177
+271
574
$45.5K ﹤0.01%
10,500
575
$20.1K ﹤0.01%
17,506
-757
21 22
23
24 25