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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.42%
63,609
+882
77
$2.05M 0.42%
14,182
-5,554
78
$2.05M 0.42%
19,707
+780
79
$2.04M 0.41%
20,978
+717
80
$2.03M 0.41%
34,516
-1,187
81
$2.02M 0.41%
17,200
-80
82
$2.01M 0.41%
25,265
+916
83
$1.95M 0.4%
32,960
+3,814
84
$1.92M 0.39%
7,122
+121
85
$1.86M 0.38%
23,802
+1,096
86
$1.85M 0.38%
14,627
+3,991
87
$1.82M 0.37%
36,193
+976
88
$1.82M 0.37%
21,221
-300
89
$1.77M 0.36%
41,304
+1,024
90
$1.75M 0.35%
124,458
-5,970
91
$1.74M 0.35%
19,001
+14,471
92
$1.74M 0.35%
26,306
+633
93
$1.73M 0.35%
25,894
-501
94
$1.72M 0.35%
35,792
+1,476
95
$1.72M 0.35%
12,119
+985
96
$1.66M 0.34%
57,622
+37,428
97
$1.64M 0.33%
6,773
+324
98
$1.64M 0.33%
20,373
+3,586
99
$1.63M 0.33%
13,328
+1,074
100
$1.62M 0.33%
17,399
+284
2 3
4
5 6