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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.55%
18,947
-591
52
$2.56M 0.52%
23,451
-3,304
53
$2.54M 0.52%
23,592
-339
54
$2.54M 0.52%
49,141
+3,547
55
$2.5M 0.51%
48,917
+1,507
56
$2.46M 0.5%
14,758
-1,081
57
$2.39M 0.49%
29,436
-726
58
$2.38M 0.48%
17,575
+624
59
$2.37M 0.48%
14,983
-50
60
$2.33M 0.47%
14,607
+749
61
$2.26M 0.46%
45,179
+2,174
62
$2.26M 0.46%
54,382
-1,256
63
$2.26M 0.46%
14,764
-1,662
64
$2.25M 0.46%
20,848
+279
65
$2.24M 0.46%
13,934
-1,507
66
$2.23M 0.45%
41,592
+546
67
$2.19M 0.45%
87,191
+1,988
68
$2.17M 0.44%
17,815
+6,265
69
$2.16M 0.44%
45,251
+1,602
70
$2.15M 0.44%
5,034
+270
71
$2.14M 0.44%
35,258
-1,821
72
$2.14M 0.44%
11,930
+241
73
$2.13M 0.43%
18,020
+177
74
$2.1M 0.43%
12,083
+524
75
$2.09M 0.42%
52,702
+658
1 2
3
4 5