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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.27M 0.12%
5,921
+1,008
177
$1.27M 0.12%
12,457
+225
178
$1.26M 0.12%
25,283
+344
179
$1.24M 0.11%
8,120
+69
180
$1.24M 0.11%
22,740
+362
181
$1.24M 0.11%
3,447
+165
182
$1.22M 0.11%
5,080
-59
183
$1.22M 0.11%
+15,525
184
$1.21M 0.11%
11,771
-187
185
$1.21M 0.11%
8,195
+207
186
$1.2M 0.11%
57,398
+4,795
187
$1.2M 0.11%
19,687
-1,538
188
$1.19M 0.11%
28,107
+1,104
189
$1.18M 0.11%
24,979
+226
190
$1.18M 0.11%
8,946
-144
191
$1.17M 0.11%
+23,709
192
$1.16M 0.11%
+20,550
193
$1.15M 0.11%
15,636
+339
194
$1.15M 0.11%
11,009
-9,426
195
$1.15M 0.11%
60,776
+8,729
196
$1.15M 0.11%
7,583
-2,031
197
$1.15M 0.11%
17,974
-557
198
$1.14M 0.11%
13,130
-89
199
$1.13M 0.1%
10,467
+504
200
$1.13M 0.1%
15,220
-1,988
6 7
8
9 10