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
576
$12.8K ﹤0.01%
21,672
+389
577
$10.9K ﹤0.01%
11,509
-34,315
578
$6.93K ﹤0.01%
275
579
– –
-3,234
580
– –
-6,276
581
– –
-19,221
582
– –
-2,231
583
– –
-4,255
584
– –
-37,298
585
– –
-6,611
586
– –
-3,818
587
– –
-12,823
588
– –
-11,892
589
– –
-88,861
590
– –
-55,275
591
– –
-2,161
592
– –
-14,556
593
– –
-1,966
594
– –
-786
595
– –
-1,107
596
– –
-2,266
597
– –
-6,784
598
– –
-15,708
599
– –
-2,829
600
– –
-6,713
21 22 23
24
25