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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.17%
132,159
+3,770
152
$2.42M 0.17%
95,637
+13,941
153
$2.39M 0.16%
31,035
-2,083
154
$2.34M 0.16%
25,896
+135
155
$2.33M 0.16%
+92,928
156
$2.33M 0.16%
8,334
-131
157
$2.31M 0.16%
10,524
+328
158
$2.29M 0.16%
11,969
-7,586
159
$2.29M 0.16%
19,578
-54
160
$2.21M 0.15%
18,234
+1,747
161
$2.19M 0.15%
8,840
-10,816
162
$2.17M 0.15%
17,773
-240
163
$2.14M 0.15%
46,673
-37,740
164
$2.13M 0.15%
8,109
+171
165
$2.11M 0.14%
16,583
-25
166
$2.1M 0.14%
8,424
+141
167
$2.1M 0.14%
8,233
-574
168
$2.08M 0.14%
156,643
-682
169
$2.07M 0.14%
10,798
+191
170
$2.07M 0.14%
35,680
+68
171
$2.06M 0.14%
5,376
+745
172
$1.98M 0.14%
27,635
+1,170
173
$1.97M 0.13%
+37,599
174
$1.97M 0.13%
6,870
+2,136
175
$1.92M 0.13%
4,517
+141
5 6
7
8 9