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
151
$521K 0.14%
4,895
+550
152
$518K 0.14%
10,647
+600
153
$512K 0.14%
5,068
+1,300
154
$504K 0.14%
6,555
+1,310
155
$503K 0.14%
10,811
-509
156
$501K 0.14%
6,246
+106
157
$500K 0.14%
718
-128
158
$497K 0.13%
20,950
-214
159
$467K 0.13%
11,157
-2,638
160
$456K 0.12%
14,304
-528
161
$451K 0.12%
15,848
-2,232
162
$448K 0.12%
25,670
163
$433K 0.12%
9,115
+540
164
$433K 0.12%
6,159
+1,494
165
$429K 0.12%
9,363
166
$422K 0.11%
11,018
-197
167
$412K 0.11%
5,058
+1,117
168
$412K 0.11%
10,155
+5,821
169
$410K 0.11%
24,130
-7,316
170
$409K 0.11%
21,987
+751
171
$407K 0.11%
8,308
-63,587
172
$406K 0.11%
4,410
+401
173
$396K 0.11%
35,031
+21
174
$384K 0.1%
7,922
+504
175
$383K 0.1%
4,818
-316
5 6
7
8 9