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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.32M 0.36%
71,725
+7,344
77
$5.31M 0.36%
52,262
+4,619
78
$5.29M 0.36%
58,306
-1,597
79
$5.25M 0.36%
24,615
-707
80
$5.13M 0.35%
83,831
+827
81
$5.08M 0.35%
39,755
+3,701
82
$5.08M 0.35%
16,468
+299
83
$5.04M 0.34%
26,993
+20,996
84
$5.03M 0.34%
6,862
+83
85
$5.03M 0.34%
48,436
-3,197
86
$4.98M 0.34%
19,925
+4,904
87
$4.94M 0.34%
+125,785
88
$4.93M 0.34%
212,692
+169,924
89
$4.79M 0.33%
79,614
+2,931
90
$4.75M 0.32%
58,052
-4,480
91
$4.72M 0.32%
26,964
+382
92
$4.62M 0.32%
134,595
+19,738
93
$4.59M 0.31%
22,378
+401
94
$4.49M 0.31%
33,277
-2,936
95
$4.45M 0.3%
81,860
-57,964
96
$4.44M 0.3%
88,989
-5,057
97
$4.44M 0.3%
35,194
+910
98
$4.38M 0.3%
9,016
+478
99
$4.33M 0.3%
46,821
+1,727
100
$4.25M 0.29%
93,919
+1,957
2 3
4
5 6