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
51
$2.63M 0.71%
35,224
-50,778
52
$2.63M 0.71%
60,581
-32,525
53
$2.59M 0.7%
23,096
+369
54
$2.57M 0.7%
24,902
-61
55
$2.55M 0.69%
29,095
+28,544
56
$2.54M 0.69%
25,645
-677
57
$2.51M 0.68%
86,716
-6,661
58
$2.5M 0.68%
26,296
+368
59
$2.48M 0.67%
2,151
+132
60
$2.46M 0.67%
28,591
+2,406
61
$2.32M 0.63%
52,657
+1,615
62
$2.25M 0.61%
31,822
-1,892
63
$2.18M 0.59%
27,173
+2,673
64
$2.17M 0.59%
17,536
+14,343
65
$2.13M 0.57%
48,160
+4,587
66
$2.1M 0.57%
35,409
-1,388
67
$2.07M 0.56%
21,276
-2,031
68
$2.06M 0.56%
96,037
-5,459
69
$1.94M 0.53%
77,633
+1,148
70
$1.92M 0.52%
17,939
+3,312
71
$1.91M 0.52%
52,421
+2,246
72
$1.9M 0.51%
95,129
-4,229
73
$1.8M 0.49%
45,425
-30,162
74
$1.79M 0.48%
55,408
-47,095
75
$1.75M 0.47%
13,739
-4,116
1 2
3
4 5