RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$3.96M
2
+$3.39M
3
+$3.36M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.16M
5
PODD icon
Insulet
PODD
+$3.16M

Top Sells

1
+$9.67M
2
+$4.49M
3
+$4.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.51M

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
726
$6K ﹤0.01%
210
727
$6K ﹤0.01%
61
728
$6K ﹤0.01%
200
729
$6K ﹤0.01%
500
-4,000
730
$6K ﹤0.01%
122
+38
731
$6K ﹤0.01%
233
-121
732
$6K ﹤0.01%
100
733
$6K ﹤0.01%
70
734
$6K ﹤0.01%
400
735
$6K ﹤0.01%
+67
736
$6K ﹤0.01%
500
737
$6K ﹤0.01%
265
738
$6K ﹤0.01%
37
739
$6K ﹤0.01%
90
740
$6K ﹤0.01%
100
-750
741
$5K ﹤0.01%
264
+4
742
$5K ﹤0.01%
50
743
$5K ﹤0.01%
+450
744
$5K ﹤0.01%
+200
745
$5K ﹤0.01%
295
-170
746
$5K ﹤0.01%
30
-87
747
$5K ﹤0.01%
80
748
$5K ﹤0.01%
440
-15
749
$5K ﹤0.01%
472
750
$5K ﹤0.01%
+30
28 29
30
31 32