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
851
$2K ﹤0.01%
330
852
$2K ﹤0.01%
57
853
$2K ﹤0.01%
500
+475
854
$2K ﹤0.01%
57
-1,739
855
$2K ﹤0.01%
25
-489
856
$2K ﹤0.01%
+18
857
$2K ﹤0.01%
51
858
$2K ﹤0.01%
450
859
$2K ﹤0.01%
50
860
$2K ﹤0.01%
153
861
$2K ﹤0.01%
+265
862
$2K ﹤0.01%
140
863
$2K ﹤0.01%
325
864
$2K ﹤0.01%
+149
865
$2K ﹤0.01%
70
-512
866
$2K ﹤0.01%
63
867
$2K ﹤0.01%
1,000
868
$2K ﹤0.01%
1,000
869
$2K ﹤0.01%
23
-2,343
870
$2K ﹤0.01%
54
+9
871
$2K ﹤0.01%
+68
872
$1K ﹤0.01%
+80
873
$1K ﹤0.01%
292
-33
874
$1K ﹤0.01%
29
875
$1K ﹤0.01%
19
-38
33 34
35
36 37