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
201
$272K 0.07%
3,898
202
$272K 0.07%
3,836
-451
203
$272K 0.07%
3,559
-556
204
$268K 0.07%
5,569
+47
205
$268K 0.07%
12,882
+156
206
$267K 0.07%
2,988
+273
207
$265K 0.07%
4,612
208
$264K 0.07%
7,494
+800
209
$264K 0.07%
2,880
-2,553
210
$261K 0.07%
6,214
+322
211
$259K 0.07%
7,616
-862
212
$259K 0.07%
3,084
+3,009
213
$256K 0.07%
3,502
214
$253K 0.07%
6,125
+475
215
$249K 0.07%
3,713
-1,088
216
$247K 0.07%
+1,359
217
$244K 0.07%
8,028
-274
218
$244K 0.07%
8,327
+6,726
219
$242K 0.07%
14,193
+8,759
220
$241K 0.07%
1,564
+13
221
$240K 0.06%
8,780
-680
222
$235K 0.06%
5,077
+1,627
223
$233K 0.06%
2,546
+232
224
$230K 0.06%
4,039
-489
225
$229K 0.06%
1,442
+29
7 8
9
10 11