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
151
$1.52M 0.14%
72,790
-4,284
152
$1.51M 0.14%
10,840
+600
153
$1.49M 0.14%
35,748
+30,556
154
$1.47M 0.13%
19,242
-980
155
$1.46M 0.13%
7,224
-475
156
$1.46M 0.13%
2,857
+108
157
$1.42M 0.13%
4,736
-2,212
158
$1.42M 0.13%
25,379
-14,991
159
$1.41M 0.13%
35,228
+7,276
160
$1.41M 0.13%
28,105
+1,399
161
$1.4M 0.13%
7,973
-72
162
$1.4M 0.13%
2,508
+1,297
163
$1.37M 0.13%
9,219
-96
164
$1.35M 0.12%
12,368
+1,144
165
$1.35M 0.12%
5,850
-53
166
$1.34M 0.12%
69,617
+897
167
$1.33M 0.12%
22,376
+1,263
168
$1.32M 0.12%
47,612
-15,246
169
$1.32M 0.12%
16,163
+1,186
170
$1.3M 0.12%
26,151
-526
171
$1.29M 0.12%
77,753
+928
172
$1.28M 0.12%
22,644
+2,101
173
$1.28M 0.12%
17,039
-213
174
$1.28M 0.12%
36,680
+8,980
175
$1.27M 0.12%
24,851
+385
5 6
7
8 9