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
101
$2.83M 0.26%
26,493
+688
102
$2.81M 0.26%
13,219
+177
103
$2.8M 0.26%
29,055
-19,733
104
$2.79M 0.26%
27,272
-1,589
105
$2.77M 0.25%
16,548
+467
106
$2.73M 0.25%
26,992
-1,685
107
$2.6M 0.24%
39,215
+1,505
108
$2.57M 0.24%
100,166
+45,988
109
$2.48M 0.23%
50,751
+1,225
110
$2.44M 0.22%
66,448
+14,657
111
$2.39M 0.22%
18,521
+596
112
$2.31M 0.21%
39,784
+11,752
113
$2.29M 0.21%
31,298
-7,278
114
$2.27M 0.21%
18,287
-56
115
$2.25M 0.21%
35,347
+18,698
116
$2.21M 0.2%
53,573
-1,864
117
$2.2M 0.2%
16,913
+1,952
118
$2.17M 0.2%
34,538
-1,966
119
$2.15M 0.2%
7,756
+752
120
$2.15M 0.2%
113,123
+6,051
121
$2.13M 0.2%
31,520
+1,930
122
$2.12M 0.19%
9,563
-2,421
123
$2.08M 0.19%
29,831
-5,717
124
$2.07M 0.19%
9,293
-12
125
$2.05M 0.19%
12,352
+196
3 4
5
6 7