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
876
$1K ﹤0.01%
40
877
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125
878
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21
-32
879
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45
880
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1
881
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331
-1
882
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35
883
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75
-5,160
884
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120
-1,284
885
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16
-44
886
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+34
887
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90
888
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62
889
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250
890
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140
-12
891
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+22
892
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50
893
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894
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-250
895
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75
896
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50
897
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60
898
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30
899
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+36
900
$1K ﹤0.01%
111
-9
34 35
36
37 38