RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$3.96M
2
+$3.39M
3
+$3.36M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.16M
5
PODD icon
Insulet
PODD
+$3.16M

Top Sells

1
+$9.67M
2
+$4.49M
3
+$4.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.51M

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
576
$17K ﹤0.01%
247
577
$17K ﹤0.01%
270
+110
578
$17K ﹤0.01%
470
+220
579
$17K ﹤0.01%
1,034
-161,896
580
$17K ﹤0.01%
591
581
$17K ﹤0.01%
200
582
$17K ﹤0.01%
200
583
$17K ﹤0.01%
1,230
584
$17K ﹤0.01%
350
585
$16K ﹤0.01%
740
-260
586
$16K ﹤0.01%
385
587
$16K ﹤0.01%
+818
588
$16K ﹤0.01%
500
589
$16K ﹤0.01%
510
590
$16K ﹤0.01%
200
591
$15K ﹤0.01%
650
592
$15K ﹤0.01%
8,000
593
$15K ﹤0.01%
481
+1
594
$15K ﹤0.01%
703
+638
595
$15K ﹤0.01%
475
596
$15K ﹤0.01%
1,036
597
$15K ﹤0.01%
137
-109
598
$15K ﹤0.01%
1,000
599
$15K ﹤0.01%
696
+91
600
$15K ﹤0.01%
431
22 23
24
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