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
776
$4K ﹤0.01%
50
777
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778
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779
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780
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205
-45
781
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+470
782
$4K ﹤0.01%
185
783
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784
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785
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786
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787
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788
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68
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789
$4K ﹤0.01%
26
790
$4K ﹤0.01%
775
791
$4K ﹤0.01%
492
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792
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793
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795
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20
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300
797
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170
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53
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799
$4K ﹤0.01%
150
800
$4K ﹤0.01%
120
-50
30 31
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