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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$378K 0.1%
5,102
+89
177
$377K 0.1%
3,068
-449
178
$369K 0.1%
3,627
+552
179
$367K 0.1%
14,685
+269
180
$343K 0.09%
6,109
-54
181
$331K 0.09%
2,697
-1,470
182
$326K 0.09%
3,828
-155
183
$322K 0.09%
3,328
-42
184
$310K 0.08%
+19,165
185
$306K 0.08%
1,799
186
$298K 0.08%
7,200
187
$296K 0.08%
3,368
-188
188
$289K 0.08%
3,800
-31,405
189
$287K 0.08%
10,041
+557
190
$287K 0.08%
5,709
+5,444
191
$284K 0.08%
11,224
192
$284K 0.08%
3,366
-1,439
193
$284K 0.08%
4,924
+111
194
$283K 0.08%
4,328
+385
195
$281K 0.08%
150,438
196
$280K 0.08%
2,460
-84
197
$279K 0.08%
5,782
-440
198
$277K 0.07%
6,375
-260
199
$274K 0.07%
2,170
+201
200
$272K 0.07%
12,892
-6,000
6 7
8
9 10