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
76
$1.69M 0.46%
33,437
+7,799
77
$1.69M 0.46%
132,609
+26,418
78
$1.63M 0.44%
20,897
+2,348
79
$1.53M 0.41%
37,485
+9,392
80
$1.48M 0.4%
22,003
+2,587
81
$1.45M 0.39%
11,395
-453
82
$1.44M 0.39%
55,577
+766
83
$1.42M 0.38%
13,099
+1,313
84
$1.42M 0.38%
55,815
+4,030
85
$1.4M 0.38%
28,747
-1,165
86
$1.39M 0.38%
17,019
-2,538
87
$1.34M 0.36%
74,069
+2,496
88
$1.34M 0.36%
17,150
+2,777
89
$1.3M 0.35%
41,025
+2,655
90
$1.25M 0.34%
25,942
-2,674
91
$1.25M 0.34%
10,320
-337
92
$1.25M 0.34%
10,943
+118
93
$1.23M 0.33%
58,698
+5,596
94
$1.23M 0.33%
15,390
-161
95
$1.21M 0.33%
40,614
-9,752
96
$1.2M 0.32%
56,863
+770
97
$1.16M 0.31%
77,012
+3,413
98
$1.13M 0.3%
16,350
-71
99
$1.06M 0.29%
9,877
-41,301
100
$1.04M 0.28%
18,730
+3,800
2 3
4
5 6