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
101
$4.16M 0.28%
44,040
+6,089
102
$4.13M 0.28%
109,856
103
$4.13M 0.28%
5,307
+499
104
$4.08M 0.28%
22,218
-1,613
105
$4.07M 0.28%
18,920
+437
106
$4.04M 0.28%
17,654
+624
107
$3.99M 0.27%
78,184
+2,434
108
$3.97M 0.27%
89,820
+9,863
109
$3.9M 0.27%
31,444
-3,800
110
$3.88M 0.27%
45,052
-831
111
$3.88M 0.27%
99,711
-26,563
112
$3.79M 0.26%
55,139
-11,913
113
$3.77M 0.26%
38,999
-459
114
$3.75M 0.26%
72,648
+5,329
115
$3.71M 0.25%
41,879
+2,693
116
$3.66M 0.25%
26,545
+2,268
117
$3.65M 0.25%
17,733
-98
118
$3.61M 0.25%
27,914
+439
119
$3.58M 0.24%
48,607
+23,531
120
$3.54M 0.24%
18,545
+90
121
$3.48M 0.24%
13,941
+101
122
$3.46M 0.24%
+70,497
123
$3.43M 0.23%
36,027
+790
124
$3.34M 0.23%
50,920
+6,977
125
$3.32M 0.23%
65,730
-5,357
3 4
5
6 7