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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$415K 0.08%
18,713
-126
202
$414K 0.08%
13,726
-1,500
203
$413K 0.08%
2,276
204
$413K 0.08%
9,325
+1,323
205
$406K 0.08%
4,667
-1,345
206
$404K 0.08%
9,600
207
$403K 0.08%
6,307
+1,964
208
$399K 0.08%
4,735
+24
209
$391K 0.08%
7,247
210
$388K 0.08%
1,649
+124
211
$387K 0.08%
7,131
+568
212
$385K 0.08%
2,025
-130
213
$382K 0.08%
25,358
+282
214
$371K 0.08%
4,905
+380
215
$370K 0.08%
14,850
+36
216
$367K 0.07%
14,825
-625
217
$367K 0.07%
12,994
218
$362K 0.07%
11,951
+638
219
$360K 0.07%
13,984
-92
220
$355K 0.07%
7,975
-825
221
$350K 0.07%
4,378
-676
222
$346K 0.07%
2,117
-284
223
$346K 0.07%
19,345
+12,350
224
$345K 0.07%
8,028
-720
225
$342K 0.07%
16,650
-1,000
7 8
9
10 11