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
776
$4K ﹤0.01%
53
+1
777
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150
778
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120
-50
779
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50
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100
781
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50
782
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200
783
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205
-45
784
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+470
785
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185
786
$4K ﹤0.01%
200
787
$4K ﹤0.01%
500
788
$4K ﹤0.01%
150
-254
789
$4K ﹤0.01%
50
790
$4K ﹤0.01%
146
791
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68
+1
792
$4K ﹤0.01%
26
793
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794
$4K ﹤0.01%
492
-1,169
795
$4K ﹤0.01%
250
796
$4K ﹤0.01%
630
-160
797
$4K ﹤0.01%
6,365
798
$4K ﹤0.01%
20
799
$4K ﹤0.01%
300
800
$4K ﹤0.01%
170
30 31
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