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
701
$7K ﹤0.01%
305
702
$7K ﹤0.01%
+250
703
$7K ﹤0.01%
100
704
$7K ﹤0.01%
172
-42
705
$7K ﹤0.01%
25
706
$7K ﹤0.01%
350
707
$7K ﹤0.01%
160
-160
708
$7K ﹤0.01%
174
-15
709
$7K ﹤0.01%
120
-50
710
$7K ﹤0.01%
492
-80
711
$7K ﹤0.01%
250
-280
712
$7K ﹤0.01%
+105
713
$7K ﹤0.01%
+143
714
$7K ﹤0.01%
220
715
$7K ﹤0.01%
453
-230
716
$7K ﹤0.01%
+182
717
$7K ﹤0.01%
+140
718
$7K ﹤0.01%
300
-152
719
$6K ﹤0.01%
200
720
$6K ﹤0.01%
500
-4,000
721
$6K ﹤0.01%
50
-28
722
$6K ﹤0.01%
336
+45
723
$6K ﹤0.01%
412
724
$6K ﹤0.01%
118
-62
725
$6K ﹤0.01%
149
27 28
29
30 31