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
676
$9K ﹤0.01%
257
-1,968
677
$9K ﹤0.01%
375
678
$9K ﹤0.01%
77
679
$9K ﹤0.01%
264
-288
680
$9K ﹤0.01%
250
681
$8K ﹤0.01%
100
682
$8K ﹤0.01%
+463
683
$8K ﹤0.01%
50
684
$8K ﹤0.01%
120
685
$8K ﹤0.01%
370
686
$8K ﹤0.01%
125
687
$8K ﹤0.01%
1,000
688
$8K ﹤0.01%
50
689
$8K ﹤0.01%
950
690
$7K ﹤0.01%
117
-82
691
$7K ﹤0.01%
112
+26
692
$7K ﹤0.01%
90
693
$7K ﹤0.01%
660
694
$7K ﹤0.01%
500
695
$7K ﹤0.01%
192
696
$7K ﹤0.01%
200
697
$7K ﹤0.01%
300
698
$7K ﹤0.01%
292
699
$7K ﹤0.01%
200
700
$7K ﹤0.01%
300
26 27
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29 30