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
651
$10K ﹤0.01%
200
652
$10K ﹤0.01%
150
-142
653
$10K ﹤0.01%
135
654
$10K ﹤0.01%
+277
655
$10K ﹤0.01%
114
656
$10K ﹤0.01%
115
-435
657
$10K ﹤0.01%
200
658
$10K ﹤0.01%
2,372
659
$10K ﹤0.01%
300
660
$10K ﹤0.01%
117
661
$10K ﹤0.01%
381
+159
662
$9K ﹤0.01%
200
663
$9K ﹤0.01%
70
664
$9K ﹤0.01%
300
665
$9K ﹤0.01%
600
666
$9K ﹤0.01%
+125
667
$9K ﹤0.01%
180
668
$9K ﹤0.01%
300
669
$9K ﹤0.01%
500
670
$9K ﹤0.01%
+110
671
$9K ﹤0.01%
285
672
$9K ﹤0.01%
400
673
$9K ﹤0.01%
494
674
$9K ﹤0.01%
1,200
-210
675
$9K ﹤0.01%
56
25 26
27
28 29