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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$548K 0.11%
17,864
+143
177
$538K 0.11%
1,241
+51
178
$535K 0.11%
10,251
+3,000
179
$529K 0.11%
6,287
-2,534
180
$525K 0.11%
10,468
+6,765
181
$519K 0.11%
22,003
+55
182
$518K 0.11%
7,982
-11,881
183
– –
0
184
$510K 0.1%
28,901
-82
185
$499K 0.1%
56,878
-23,760
186
$484K 0.1%
14,524
-2,577
187
$483K 0.1%
4,385
+86
188
$479K 0.1%
4,233
+72
189
$476K 0.1%
6,604
+138
190
$467K 0.09%
5,230
-1,188
191
$466K 0.09%
1,885
+226
192
$461K 0.09%
8,806
-151
193
$456K 0.09%
10,405
+289
194
$443K 0.09%
2,207
-1,334
195
$442K 0.09%
7,049
+57
196
$441K 0.09%
14,592
-10,134
197
$439K 0.09%
8,206
-768
198
$433K 0.09%
10,198
+2,525
199
$425K 0.09%
7,135
-1,199
200
$418K 0.09%
+5,585
6 7
8
9 10