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
151
$705K 0.14%
8,934
-72
152
$699K 0.14%
13,521
+4,870
153
$686K 0.14%
12,562
-41
154
$684K 0.14%
14,316
+66
155
$679K 0.14%
15,677
-48
156
$662K 0.13%
12,171
-253
157
$658K 0.13%
+21,965
158
$654K 0.13%
+13,506
159
$653K 0.13%
16,357
-3,224
160
$651K 0.13%
30,012
+250
161
$646K 0.13%
32,750
-18,260
162
$644K 0.13%
5,005
-193
163
$638K 0.13%
43,966
-593
164
$630K 0.13%
34,480
-689
165
$628K 0.13%
3,270
-993
166
$626K 0.13%
2,411
+33
167
$623K 0.13%
13,076
168
$607K 0.12%
5,544
-455
169
$600K 0.12%
5,318
+1,623
170
$599K 0.12%
40,330
+254
171
$597K 0.12%
4,769
+2,272
172
$594K 0.12%
9,972
+62
173
$592K 0.12%
11,457
+514
174
$577K 0.12%
11,656
+451
175
$557K 0.11%
9,480
+940
5 6
7
8 9