RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
651
$10K ﹤0.01%
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652
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150
-142
653
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135
654
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+277
655
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114
656
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115
-435
657
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200
658
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2,372
659
$10K ﹤0.01%
300
660
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117
661
$10K ﹤0.01%
381
+159
662
$9K ﹤0.01%
250
663
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200
664
$9K ﹤0.01%
70
665
$9K ﹤0.01%
300
666
$9K ﹤0.01%
600
667
$9K ﹤0.01%
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668
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669
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300
670
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500
671
$9K ﹤0.01%
+110
672
$9K ﹤0.01%
285
673
$9K ﹤0.01%
400
674
$9K ﹤0.01%
494
675
$9K ﹤0.01%
1,200
-210
25 26
27
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