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
126
$677K 0.18%
21,301
-1,457
127
$676K 0.18%
8,998
-424
128
$675K 0.18%
5,238
-2,287
129
$649K 0.18%
10,364
-1,317
130
$630K 0.17%
14,228
+659
131
$630K 0.17%
15,220
+2,138
132
$607K 0.16%
8,253
-275
133
$599K 0.16%
16,611
-4,289
134
$578K 0.16%
13,326
+4,115
135
$576K 0.16%
10,450
-3,829
136
$576K 0.16%
24,402
+1,197
137
$573K 0.16%
5,355
+2,492
138
$570K 0.15%
10,799
-577
139
$562K 0.15%
24,674
-150
140
$560K 0.15%
17,746
-3,187
141
$559K 0.15%
5,423
-248
142
$556K 0.15%
10,500
+600
143
$556K 0.15%
12,822
+765
144
$555K 0.15%
6,137
+987
145
$550K 0.15%
21,367
+21,167
146
$547K 0.15%
5,164
-900
147
$544K 0.15%
+5,243
148
$538K 0.15%
7,997
-22,031
149
$535K 0.14%
5,734
+371
150
$528K 0.14%
10,359
-866
4 5
6
7 8