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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.79M 0.53%
25,444
+1,700
52
$5.45M 0.5%
22,055
+306
53
$5.42M 0.5%
62,949
+29,834
54
$5.32M 0.49%
68,241
-2,818
55
$5.25M 0.48%
100,580
+16,341
56
$5.13M 0.47%
56,711
-4,009
57
$5.13M 0.47%
132,702
-24,044
58
$5.09M 0.47%
22,866
+928
59
$4.96M 0.45%
98,598
-7,225
60
$4.93M 0.45%
32,948
+242
61
$4.91M 0.45%
35,300
+1,540
62
$4.55M 0.42%
178,151
+725
63
$4.53M 0.42%
70,405
+7,997
64
$4.53M 0.42%
24,127
-242
65
$4.43M 0.41%
82,525
-4,475
66
$4.33M 0.4%
132,409
+17,035
67
$4.3M 0.39%
10,348
-1,326
68
$4.24M 0.39%
60,941
+1,330
69
$4.2M 0.39%
42,075
-2,746
70
$4.08M 0.37%
41,750
+13,558
71
$4.07M 0.37%
85,048
+1,193
72
$4.07M 0.37%
11,518
-1,719
73
$3.98M 0.36%
90,842
+29,750
74
$3.88M 0.36%
28,434
-4,045
75
$3.83M 0.35%
75,809
+126
1 2
3
4 5