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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.4%
11,559
+2,072
77
$1.82M 0.4%
13,858
+134
78
$1.8M 0.4%
11,689
-1,916
79
$1.77M 0.39%
+45,594
80
$1.75M 0.38%
+5,813
81
$1.72M 0.38%
+7,001
82
$1.71M 0.37%
25,673
-311
83
$1.7M 0.37%
+52,044
84
$1.69M 0.37%
22,706
-497
85
$1.68M 0.37%
18,927
+3,776
86
$1.67M 0.37%
+40,280
87
$1.67M 0.37%
21,521
-97
88
$1.66M 0.36%
+17,843
89
$1.66M 0.36%
35,217
-650
90
$1.65M 0.36%
26,395
-1,614
91
$1.64M 0.36%
29,146
+4,667
92
$1.63M 0.36%
+20,261
93
$1.53M 0.34%
+24,349
94
$1.53M 0.34%
+34,316
95
$1.45M 0.32%
43,649
-14
96
$1.44M 0.32%
17,115
+351
97
$1.4M 0.31%
11,550
-978
98
$1.35M 0.3%
12,254
+1,658
99
$1.35M 0.29%
27,421
+12,928
100
$1.34M 0.29%
12,147
+604
2 3
4
5 6