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
101
$1.59M 0.32%
37,020
+9,516
102
$1.55M 0.32%
12,520
+1,916
103
$1.53M 0.31%
13,100
+953
104
$1.51M 0.31%
14,091
+963
105
$1.51M 0.31%
27,472
+51
106
$1.5M 0.31%
11,083
+664
107
$1.45M 0.29%
56,780
+1,454
108
$1.41M 0.29%
15,226
+925
109
$1.39M 0.28%
16,119
+13,448
110
$1.39M 0.28%
5,873
+60
111
$1.39M 0.28%
12,012
+85
112
$1.38M 0.28%
24,072
-417
113
$1.36M 0.28%
13,034
+1,487
114
$1.27M 0.26%
46,490
-4,022
115
$1.23M 0.25%
44,590
-1,884
116
$1.22M 0.25%
12,074
+386
117
$1.19M 0.24%
14,420
+277
118
$1.13M 0.23%
24,436
+150
119
$1.13M 0.23%
44,741
+772
120
$1.12M 0.23%
9,136
-461
121
$1.09M 0.22%
25,745
+653
122
$1.08M 0.22%
16,190
+97
123
$1.07M 0.22%
7,012
+340
124
$1.07M 0.22%
30,234
+14
125
$1.05M 0.21%
21,535
-462
3 4
5
6 7