RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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%
+18
852
$2K ﹤0.01%
51
853
$2K ﹤0.01%
450
854
$2K ﹤0.01%
50
855
$2K ﹤0.01%
153
856
$2K ﹤0.01%
+265
857
$2K ﹤0.01%
140
858
$2K ﹤0.01%
325
859
$2K ﹤0.01%
1,000
860
$2K ﹤0.01%
81
861
$2K ﹤0.01%
+68
862
$2K ﹤0.01%
23
-2,343
863
$2K ﹤0.01%
54
+9
864
$2K ﹤0.01%
50
865
$2K ﹤0.01%
53
-110
866
$2K ﹤0.01%
63
-121
867
$2K ﹤0.01%
40
868
$2K ﹤0.01%
+149
869
$2K ﹤0.01%
70
-512
870
$2K ﹤0.01%
63
871
$2K ﹤0.01%
1,000
872
$1K ﹤0.01%
50
873
$1K ﹤0.01%
331
-1
874
$1K ﹤0.01%
35
875
$1K ﹤0.01%
75
-5,160
33 34
35
36 37