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
$352M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$971K
3
+$789K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$728K
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$670K

Top Sells

1
+$4.25M
2
+$3.67M
3
+$3.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.27M

Sector Composition

1 Healthcare 8.51%
2 Consumer Discretionary 8.08%
3 Financials 5.18%
4 Industrials 4.65%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.44%
26,215
-60,007
77
$1.55M 0.44%
36,601
+5,379
78
$1.51M 0.43%
31,791
+4,339
79
$1.49M 0.42%
32,662
-14,211
80
$1.44M 0.41%
22,479
+2,782
81
$1.39M 0.39%
79,278
-779
82
$1.38M 0.39%
44,630
+4,830
83
$1.36M 0.39%
+13,831
84
$1.36M 0.39%
87,970
+2,660
85
$1.36M 0.39%
12,319
+588
86
$1.31M 0.37%
16,013
+55
87
$1.3M 0.37%
17,227
+1,943
88
$1.26M 0.36%
24,270
+431
89
$1.26M 0.36%
10,074
+503
90
$1.25M 0.35%
49,219
-4,096
91
$1.22M 0.34%
46,861
+4,621
92
$1.2M 0.34%
37,939
-1,759
93
$1.18M 0.33%
9,081
+147
94
$1.17M 0.33%
9,381
-21,127
95
$1.16M 0.33%
36,109
+1,513
96
$1.15M 0.33%
21,267
+5,730
97
$1.15M 0.33%
46,637
+897
98
$1.08M 0.31%
21,751
+532
99
$1.04M 0.3%
9,581
+437
100
$1.03M 0.29%
10,001
+944
2 3
4
5 6