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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$415K 0.09%
15,226
+2,700
202
$413K 0.09%
1,659
-17
203
$408K 0.09%
8,651
-1,064
204
$406K 0.09%
10,116
-157
205
$392K 0.09%
+4,530
206
$384K 0.08%
+9,950
207
$383K 0.08%
+10,100
208
$381K 0.08%
18,839
-10,730
209
$377K 0.08%
7,750
+1,800
210
$374K 0.08%
3,695
-1,249
211
– –
0
212
$367K 0.08%
2,276
+120
213
$366K 0.08%
5,054
-722
214
$361K 0.08%
8,800
+696
215
$360K 0.08%
19,762
+2,106
216
$354K 0.08%
9,600
+4,055
217
$350K 0.08%
7,247
+1,738
218
$349K 0.08%
+4,711
219
$348K 0.08%
12,994
+5,272
220
$347K 0.08%
+8,002
221
$346K 0.08%
3,691
+797
222
$346K 0.08%
+7,251
223
$345K 0.08%
20,976
+2,430
224
$343K 0.08%
15,406
+161
225
$341K 0.07%
+2,401
7 8
9
10 11