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
$352M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$971K
3
+$789K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$728K
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$670K

Top Sells

1
+$4.25M
2
+$3.67M
3
+$3.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.27M

Sector Composition

1 Healthcare 8.51%
2 Consumer Discretionary 8.08%
3 Financials 5.18%
4 Industrials 4.65%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$312K 0.09%
2,824
+634
202
$311K 0.09%
7,743
+554
203
$309K 0.09%
+2,342
204
$309K 0.09%
7,157
+306
205
$306K 0.09%
+9,628
206
$305K 0.09%
5,680
-1,062
207
$300K 0.09%
14,733
+940
208
$299K 0.08%
7,069
+261
209
$295K 0.08%
5,300
-874
210
$295K 0.08%
6,068
-480
211
$295K 0.08%
+4,300
212
$292K 0.08%
6,116
-884
213
$288K 0.08%
4,071
+358
214
$283K 0.08%
2,679
+141
215
$277K 0.08%
+161,680
216
$275K 0.08%
4,300
+623
217
$273K 0.08%
4,322
-936
218
$273K 0.08%
4,072
219
$272K 0.08%
+5,586
220
$271K 0.08%
5,743
+34
221
$269K 0.08%
3,626
222
$264K 0.07%
4,126
+381
223
$261K 0.07%
9,912
224
$260K 0.07%
+8,203
225
$260K 0.07%
23,919
+300
7 8
9
10 11