RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.79M
3
+$5.71M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.63M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.88M

Top Sells

1
+$7.85M
2
+$6.28M
3
+$5.11M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.94M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-1,264
577
– –
-486
578
– –
-31,511
579
– –
-1,125
580
– –
-20,708
581
– –
-5,180
582
– –
-2,389
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