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
176
$1.9M 0.13%
100,132
+2,838
177
$1.89M 0.13%
18,838
+248
178
$1.89M 0.13%
25,854
+1,306
179
$1.88M 0.13%
14,210
-1,700
180
$1.85M 0.13%
25,735
+4,347
181
$1.83M 0.13%
15,955
-26,741
182
$1.82M 0.12%
24,850
-2,015
183
$1.81M 0.12%
38,175
-77
184
$1.78M 0.12%
15,123
+4,212
185
$1.77M 0.12%
11,904
+528
186
$1.77M 0.12%
10,064
+1,472
187
$1.76M 0.12%
46,408
+130
188
$1.73M 0.12%
60,547
+922
189
$1.72M 0.12%
10,513
-235
190
$1.71M 0.12%
8,988
+490
191
$1.71M 0.12%
48,321
+20,047
192
$1.7M 0.12%
7,568
+551
193
$1.7M 0.12%
12,901
-323
194
$1.67M 0.11%
9,251
+492
195
$1.66M 0.11%
32,750
-101
196
$1.63M 0.11%
34,398
-5,140
197
$1.62M 0.11%
8,194
-801
198
$1.61M 0.11%
38,378
+1,081
199
$1.57M 0.11%
12,781
-1,251
200
$1.55M 0.11%
12,367
-151
6 7
8
9 10