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
901
$1K ﹤0.01%
138
+2
902
$1K ﹤0.01%
+70
903
$1K ﹤0.01%
+1
904
$1K ﹤0.01%
8
-3,183
905
$1K ﹤0.01%
50
906
$1K ﹤0.01%
2
907
$1K ﹤0.01%
+59
908
$1K ﹤0.01%
57
909
$1K ﹤0.01%
370
910
$1K ﹤0.01%
292
-33
911
$1K ﹤0.01%
29
912
$1K ﹤0.01%
19
-38
913
$1K ﹤0.01%
210
914
$1K ﹤0.01%
40
915
$1K ﹤0.01%
125
916
$1K ﹤0.01%
200
917
$1K ﹤0.01%
50
918
$1K ﹤0.01%
21
919
$1K ﹤0.01%
300
920
$1K ﹤0.01%
150
-166
921
– –
-50
922
– –
-385
923
– –
-1,780
924
– –
-40
925
– –
-303
35 36
37
38 39