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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

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
626
$12K ﹤0.01%
145
-86
627
$12K ﹤0.01%
377
628
$12K ﹤0.01%
480
-200
629
$12K ﹤0.01%
290
630
$12K ﹤0.01%
1,425
+400
631
$12K ﹤0.01%
160
-10
632
$12K ﹤0.01%
441
-107
633
$12K ﹤0.01%
363
-107
634
$12K ﹤0.01%
3,245
635
$12K ﹤0.01%
85
636
$12K ﹤0.01%
298
637
$11K ﹤0.01%
972
638
$11K ﹤0.01%
300
639
$11K ﹤0.01%
200
640
$11K ﹤0.01%
255
641
$11K ﹤0.01%
1,327
642
$11K ﹤0.01%
333
643
$11K ﹤0.01%
+534
644
$11K ﹤0.01%
1,500
645
$11K ﹤0.01%
200
646
$11K ﹤0.01%
72
+1
647
$11K ﹤0.01%
1,475
648
$11K ﹤0.01%
229
649
$11K ﹤0.01%
100
650
$11K ﹤0.01%
1,155
24 25
26
27 28