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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.79M 0.35%
33,945
+2,776
77
$3.78M 0.35%
27,585
-865
78
$3.71M 0.34%
74,919
+384
79
$3.68M 0.34%
44,730
+26,358
80
$3.65M 0.34%
58,915
+601
81
$3.57M 0.33%
70,136
-72
82
$3.57M 0.33%
6,195
+131
83
$3.54M 0.33%
16,694
-420
84
$3.46M 0.32%
73,197
+2,548
85
$3.44M 0.32%
69,270
+1,809
86
$3.33M 0.31%
16,196
+140
87
$3.27M 0.3%
13,726
-85
88
$3.21M 0.3%
190,159
-885
89
$3.15M 0.29%
25,267
-13,922
90
$3.13M 0.29%
29,266
-6,059
91
$3.04M 0.28%
19,202
+1,136
92
$3.04M 0.28%
30,699
-7,148
93
$3.03M 0.28%
28,907
+15,227
94
$3.03M 0.28%
22,280
+205
95
$3.01M 0.28%
16,661
+3,610
96
$2.92M 0.27%
18,038
+7,515
97
$2.9M 0.27%
109,856
98
$2.88M 0.26%
93,590
+1,719
99
$2.88M 0.26%
12,637
+506
100
$2.86M 0.26%
74,742
+30,112
2 3
4
5 6