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
876
$1K ﹤0.01%
75
-5,160
877
$1K ﹤0.01%
120
-1,284
878
$1K ﹤0.01%
16
-44
879
$1K ﹤0.01%
+34
880
$1K ﹤0.01%
90
881
$1K ﹤0.01%
250
882
$1K ﹤0.01%
140
-12
883
$1K ﹤0.01%
+22
884
$1K ﹤0.01%
50
885
$1K ﹤0.01%
+43
886
$1K ﹤0.01%
21
-32
887
$1K ﹤0.01%
45
888
$1K ﹤0.01%
1
889
$1K ﹤0.01%
160
-250
890
$1K ﹤0.01%
75
891
$1K ﹤0.01%
50
892
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60
893
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30
894
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+36
895
$1K ﹤0.01%
111
-9
896
$1K ﹤0.01%
+33
897
$1K ﹤0.01%
210
898
$1K ﹤0.01%
48
899
$1K ﹤0.01%
6
900
$1K ﹤0.01%
81
34 35
36
37 38