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
126
$3.23M 0.22%
33,220
+3,140
127
$3.21M 0.22%
121,212
+33,867
128
$3.2M 0.22%
45,876
-1,758
129
$3.17M 0.22%
20,678
+1,299
130
$3.16M 0.22%
37,856
-14,285
131
$3.07M 0.21%
20,811
+4,976
132
$3.04M 0.21%
14,620
+1,385
133
$3.02M 0.21%
47,707
+1,834
134
$3M 0.21%
46,951
+1,035
135
$2.99M 0.2%
25,737
+4,860
136
$2.94M 0.2%
18,072
-7
137
$2.94M 0.2%
38,438
+2,256
138
$2.91M 0.2%
30,723
-9,206
139
$2.9M 0.2%
50,443
+17,947
140
$2.85M 0.19%
37,294
-73,599
141
$2.82M 0.19%
30,254
-50,922
142
$2.81M 0.19%
16,060
+495
143
$2.79M 0.19%
+99,790
144
$2.71M 0.19%
22,388
+288
145
$2.67M 0.18%
12,692
+1,318
146
$2.5M 0.17%
7,424
-51
147
$2.49M 0.17%
88,994
+6,946
148
$2.47M 0.17%
22,428
-178
149
$2.46M 0.17%
+148,025
150
$2.45M 0.17%
31,328
-17,617
4 5
6
7 8