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
151
$729K 0.16%
18,428
-3,384
152
$723K 0.16%
3,541
-530
153
$718K 0.16%
9,006
-1,162
154
$718K 0.16%
21,644
+9,134
155
$701K 0.15%
2,173
-507
156
$691K 0.15%
13,328
-31,187
157
$672K 0.15%
20,681
-5,679
158
$668K 0.15%
19,581
+1,360
159
$658K 0.14%
19,545
-2,062
160
$652K 0.14%
24,726
-18,161
161
$647K 0.14%
12,603
-263
162
$646K 0.14%
23,901
+11,583
163
$633K 0.14%
32,436
+3,515
164
$628K 0.14%
15,725
-3,437
165
$617K 0.14%
80,638
+1,865
166
$613K 0.13%
14,250
-106
167
$611K 0.13%
35,169
+678
168
$609K 0.13%
12,424
+4,894
169
$605K 0.13%
23,337
+7,250
170
$600K 0.13%
44,559
+614
171
$593K 0.13%
5,198
+243
172
$590K 0.13%
29,762
-2,939
173
$566K 0.12%
20,194
-4,074
174
$564K 0.12%
27,217
+21,200
175
$559K 0.12%
167,480
-48,760
5 6
7
8 9