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
126
$2.04M 0.19%
49,956
-2,213
127
$1.96M 0.18%
14,076
-11
128
$1.85M 0.17%
14,827
-97
129
$1.84M 0.17%
18,457
-931
130
$1.84M 0.17%
34,525
-4,517
131
$1.83M 0.17%
11,985
-490
132
$1.82M 0.17%
8,201
+184
133
$1.82M 0.17%
23,944
+169
134
$1.79M 0.16%
13,965
-135
135
$1.74M 0.16%
14,155
+373
136
$1.7M 0.16%
29,486
-702
137
$1.68M 0.15%
10,565
+7,260
138
$1.67M 0.15%
9,056
-1
139
$1.65M 0.15%
7,785
-269
140
$1.63M 0.15%
19,741
-670
141
$1.62M 0.15%
11,949
+252
142
$1.61M 0.15%
2,731
+70
143
$1.6M 0.15%
41,844
+768
144
$1.6M 0.15%
3,579
+30
145
$1.58M 0.15%
48,715
-810
146
$1.58M 0.15%
41,215
+68
147
$1.58M 0.15%
41,817
-535
148
$1.53M 0.14%
21,121
+161
149
$1.53M 0.14%
2,004
-6
150
$1.53M 0.14%
24,297
-472
4 5
6
7 8