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
126
$1M 0.22%
34,229
+11,716
127
$963K 0.21%
14,143
-3,090
128
$955K 0.21%
28,030
-8,591
129
$934K 0.2%
19,425
+2,607
130
$911K 0.2%
16,792
+1,765
131
$908K 0.2%
30,220
+25,009
132
$906K 0.2%
+51,010
133
$905K 0.2%
+64,270
134
$899K 0.2%
25,092
+2,356
135
$896K 0.2%
34,271
+487
136
$893K 0.2%
6,672
-8,222
137
$890K 0.2%
18,458
+7,141
138
$886K 0.19%
9,921
+1,142
139
$863K 0.19%
26,819
-14
140
$805K 0.18%
11,044
+2,468
141
$800K 0.18%
18,956
+11,956
142
$782K 0.17%
39,613
+525
143
$779K 0.17%
9,983
+6,440
144
$742K 0.16%
28,039
+10,247
145
$739K 0.16%
20,372
+31
146
$738K 0.16%
+8,821
147
$737K 0.16%
17,016
+863
148
$732K 0.16%
4,263
+50
149
– –
0
150
$731K 0.16%
25,910
+7,301
4 5
6
7 8