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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.27%
41,479
+25,141
102
$1M 0.27%
9,665
-200
103
$958K 0.26%
10,017
+272
104
$956K 0.26%
10,767
-1,121
105
$944K 0.26%
11,353
-56
106
$916K 0.25%
23,351
-5,030
107
$891K 0.24%
10,504
-7,755
108
$882K 0.24%
33,724
-4,252
109
$824K 0.22%
10,231
-3,150
110
$818K 0.22%
8,489
-428
111
$797K 0.22%
32,491
+1,084
112
$793K 0.21%
15,072
-1,996
113
$782K 0.21%
14,380
-1,230
114
$780K 0.21%
46,305
+1,239
115
$767K 0.21%
9,764
+3,715
116
$765K 0.21%
6,170
+25
117
$762K 0.21%
21,556
-1,647
118
$762K 0.21%
10,254
-2,635
119
$740K 0.2%
+37,915
120
$718K 0.19%
25,921
+644
121
$700K 0.19%
13,957
+445
122
$697K 0.19%
21,003
-64,615
123
$697K 0.19%
33,664
+14
124
$684K 0.19%
6,089
-6,828
125
$677K 0.18%
21,778
-6,216
3 4
5
6 7