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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$555K 0.12%
8,065
+3,482
177
$554K 0.12%
5,999
+2,329
178
$546K 0.12%
2,378
+816
179
$533K 0.12%
40,076
+1,875
180
$523K 0.11%
13,076
+3,676
181
$519K 0.11%
9,910
+274
182
$518K 0.11%
6,418
+26
183
$510K 0.11%
+19,538
184
$503K 0.11%
17,101
-12,928
185
$481K 0.11%
10,943
+707
186
$478K 0.1%
17,721
+282
187
$469K 0.1%
11,205
-848
188
$469K 0.1%
8,974
-9,782
189
$468K 0.1%
21,948
+311
190
$465K 0.1%
28,983
-15,022
191
– –
0
192
$461K 0.1%
8,957
-755
193
$456K 0.1%
4,161
-46
194
$451K 0.1%
6,012
-853
195
$447K 0.1%
4,299
+54
196
$446K 0.1%
8,540
-2,780
197
$434K 0.1%
8,334
+2,003
198
$427K 0.09%
6,992
-2,663
199
$419K 0.09%
2,155
-377
200
$415K 0.09%
6,466
+486
6 7
8
9 10