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
601
$15K ﹤0.01%
3,000
602
$14K ﹤0.01%
5,540
603
$14K ﹤0.01%
220
-65
604
$14K ﹤0.01%
175
605
$14K ﹤0.01%
378
606
$14K ﹤0.01%
300
607
$14K ﹤0.01%
650
608
$14K ﹤0.01%
260
+165
609
$14K ﹤0.01%
809
610
$14K ﹤0.01%
300
611
$14K ﹤0.01%
150
612
$14K ﹤0.01%
119
613
$14K ﹤0.01%
+870
614
$14K ﹤0.01%
711
+5
615
$13K ﹤0.01%
195
+50
616
$13K ﹤0.01%
756
617
$13K ﹤0.01%
200
618
$13K ﹤0.01%
292
+192
619
$13K ﹤0.01%
1,175
620
$13K ﹤0.01%
100
621
$13K ﹤0.01%
250
622
$13K ﹤0.01%
+675
623
$13K ﹤0.01%
510
+275
624
$13K ﹤0.01%
335
625
$12K ﹤0.01%
64
+15
23 24
25
26 27