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
101
$1.31M 0.29%
50,512
-966
102
$1.31M 0.29%
6,449
-881
103
$1.29M 0.28%
10,636
+2,475
104
$1.28M 0.28%
10,419
+600
105
$1.28M 0.28%
13,128
+172
106
$1.27M 0.28%
24,489
-860
107
$1.24M 0.27%
55,326
-3,314
108
$1.21M 0.26%
10,604
+2,747
109
$1.19M 0.26%
11,927
+311
110
$1.18M 0.26%
33,041
+9,956
111
$1.18M 0.26%
14,301
-315
112
$1.18M 0.26%
11,134
+173
113
$1.17M 0.26%
19,863
-13,721
114
$1.15M 0.25%
46,474
+8,673
115
$1.14M 0.25%
11,688
+4,839
116
$1.12M 0.25%
9,597
-856
117
$1.11M 0.24%
16,787
+3,811
118
$1.09M 0.24%
11,547
-203
119
$1.08M 0.24%
43,969
+2,431
120
$1.07M 0.23%
41,955
+22,855
121
$1.05M 0.23%
21,997
-2,211
122
$1.04M 0.23%
27,504
-604
123
$1.01M 0.22%
16,093
+76
124
$1M 0.22%
36,100
+10,926
125
$1M 0.22%
24,286
+840
3 4
5
6 7