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
$935M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$6.66M
3
+$5.43M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$5.33M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.65M

Top Sells

1
+$7.43M
2
+$7.36M
3
+$5.96M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.64M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$3.2M

Sector Composition

1 Technology 6.05%
2 Healthcare 5.98%
3 Consumer Staples 4.72%
4 Consumer Discretionary 3.36%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.13%
17,846
+718
152
$1.25M 0.13%
+42,281
153
$1.25M 0.13%
8,681
+457
154
$1.24M 0.13%
44,845
+31,905
155
$1.21M 0.13%
4,382
+191
156
$1.21M 0.13%
12,528
+628
157
$1.19M 0.13%
26,396
+573
158
$1.19M 0.13%
23,148
+4,912
159
$1.17M 0.12%
17,515
+4,525
160
$1.17M 0.12%
4,423
-32
161
$1.16M 0.12%
70,551
+674
162
$1.16M 0.12%
13,138
-83,917
163
$1.16M 0.12%
26,763
+997
164
$1.14M 0.12%
13,229
-116
165
$1.13M 0.12%
3,503
+333
166
$1.13M 0.12%
23,518
-9,845
167
$1.12M 0.12%
+52,112
168
$1.1M 0.12%
10,135
+2,903
169
$1.07M 0.11%
6,654
+393
170
$1.07M 0.11%
14,930
+616
171
$1.07M 0.11%
10,272
+57
172
$1.05M 0.11%
10,019
-1,600
173
$1.05M 0.11%
18,120
-607
174
$1.05M 0.11%
11,445
-517
175
$1.03M 0.11%
12,836
+24
5 6
7
8 9