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
751
$5K ﹤0.01%
50
752
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-50
753
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485
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754
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115
755
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756
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-235
757
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758
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744
759
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100
760
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100
761
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+80
762
$5K ﹤0.01%
69
+1
763
$5K ﹤0.01%
186
-514
764
$5K ﹤0.01%
190
765
$5K ﹤0.01%
1,165
766
$5K ﹤0.01%
200
767
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200
-700
768
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850
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769
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+250
770
$5K ﹤0.01%
100
-100
771
$4K ﹤0.01%
308
772
$4K ﹤0.01%
245
773
$4K ﹤0.01%
266
-533
774
$4K ﹤0.01%
+100
775
$4K ﹤0.01%
100
29 30
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