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
126
$1.04M 0.21%
+9,454
127
$1.03M 0.21%
12,078
+2,095
128
$1.02M 0.21%
28,421
+1,602
129
$1M 0.2%
26,485
-1,545
130
$986K 0.2%
34,645
+374
131
$921K 0.19%
35,365
-6,590
132
$909K 0.18%
2,383
+210
133
$906K 0.18%
18,695
-730
134
– –
0
135
$873K 0.18%
16,169
-847
136
$867K 0.18%
8,827
-1,094
137
$846K 0.17%
18,464
-492
138
$824K 0.17%
39,193
-420
139
$815K 0.17%
181,480
+14,000
140
$810K 0.16%
21,148
-496
141
$801K 0.16%
14,354
-2,438
142
– –
0
143
$763K 0.16%
17,885
-543
144
$754K 0.15%
12,928
-400
145
$742K 0.15%
19,290
-255
146
$727K 0.15%
28,846
+15,995
147
$723K 0.15%
14,519
-5,853
148
$720K 0.15%
9,427
+1,362
149
$718K 0.15%
9,042
-2,002
150
$711K 0.14%
23,489
-412
4 5
6
7 8