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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

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%
+30
752
$5K ﹤0.01%
50
753
$5K ﹤0.01%
175
-50
754
$5K ﹤0.01%
485
-260
755
$5K ﹤0.01%
115
756
$5K ﹤0.01%
210
757
$5K ﹤0.01%
300
-235
758
$5K ﹤0.01%
200
759
$5K ﹤0.01%
744
760
$5K ﹤0.01%
100
761
$5K ﹤0.01%
100
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
$5K ﹤0.01%
200
-700
768
$5K ﹤0.01%
850
-732
769
$5K ﹤0.01%
+250
770
$5K ﹤0.01%
100
-100
771
$4K ﹤0.01%
308
772
$4K ﹤0.01%
245
773
$4K ﹤0.01%
242
-484
774
$4K ﹤0.01%
+100
775
$4K ﹤0.01%
100
29 30
31
32 33