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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.55%
19,736
+4,635
52
$2.44M 0.54%
15,845
+2,113
53
$2.37M 0.52%
2,822
+44
54
$2.36M 0.52%
93,375
+1,969
55
$2.35M 0.51%
52,402
+47,595
56
$2.34M 0.51%
19,538
+786
57
$2.28M 0.5%
23,931
+321
58
$2.28M 0.5%
130,428
-3,129
59
$2.25M 0.49%
47,410
+8,477
60
$2.17M 0.48%
16,426
+1,578
61
$2.15M 0.47%
+16,951
62
$2.13M 0.47%
15,441
+1,247
63
$2.08M 0.45%
15,839
+11,434
64
$2.07M 0.45%
20,569
+331
65
$2.06M 0.45%
15,033
+13,445
66
$2.04M 0.45%
37,079
-767
67
$2.02M 0.44%
30,162
+1,282
68
$2M 0.44%
+55,638
69
$1.96M 0.43%
43,005
+4,228
70
$1.95M 0.43%
62,727
+21,138
71
$1.94M 0.42%
85,203
-6,393
72
$1.88M 0.41%
17,280
-274
73
$1.87M 0.41%
+4,764
74
$1.87M 0.41%
35,703
+16,037
75
$1.85M 0.41%
41,046
+1,312
1 2
3
4 5