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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.99M 0.48%
170,258
+519
52
$6.98M 0.48%
45,867
+662
53
$6.93M 0.47%
+127,623
54
$6.93M 0.47%
33,207
+645
55
$6.84M 0.47%
394,913
+343
56
$6.81M 0.47%
161,823
-3,010
57
$6.73M 0.46%
110,869
+1,189
58
$6.64M 0.45%
78,684
+30,951
59
$6.6M 0.45%
374,886
-2,902
60
$6.58M 0.45%
+148,241
61
$6.4M 0.44%
74,051
+12,421
62
$6.3M 0.43%
+70,526
63
$6.25M 0.43%
+109,792
64
$6.19M 0.42%
80,739
-5,070
65
$6.14M 0.42%
39,384
+129
66
$6.14M 0.42%
30,642
-1,739
67
$5.99M 0.41%
30,248
+383
68
$5.98M 0.41%
25,346
-305
69
$5.82M 0.4%
100,664
+22,773
70
$5.74M 0.39%
+122,617
71
$5.69M 0.39%
43,980
+1,036
72
$5.64M 0.39%
70,733
+1,130
73
$5.49M 0.38%
56,021
-5,187
74
$5.45M 0.37%
+96,200
75
$5.36M 0.37%
117,050
+89,210
1 2
3
4 5