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
801
$3K ﹤0.01%
+100
802
$3K ﹤0.01%
75
-3,618
803
$3K ﹤0.01%
57
804
$3K ﹤0.01%
100
805
$3K ﹤0.01%
150
806
$3K ﹤0.01%
120
807
$3K ﹤0.01%
360
-100
808
$3K ﹤0.01%
200
809
$3K ﹤0.01%
55
810
$3K ﹤0.01%
113
811
$3K ﹤0.01%
21
812
$3K ﹤0.01%
+200
813
$3K ﹤0.01%
48
814
$3K ﹤0.01%
120
-40
815
$3K ﹤0.01%
337
-422
816
$3K ﹤0.01%
56
-16
817
$3K ﹤0.01%
168
818
$3K ﹤0.01%
155
819
$3K ﹤0.01%
115
+1
820
$3K ﹤0.01%
150
821
$3K ﹤0.01%
+103
822
$3K ﹤0.01%
321
+21
823
$3K ﹤0.01%
10
824
$3K ﹤0.01%
+100
825
$3K ﹤0.01%
800
31 32
33
34 35