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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.13M 0.1%
10,276
-333
202
$1.11M 0.1%
32,544
-69
203
$1.11M 0.1%
16,736
-3,056
204
$1.1M 0.1%
6,944
-209
205
$1.1M 0.1%
7,379
+415
206
$1.09M 0.1%
14,321
+40
207
$1.08M 0.1%
11,432
+225
208
$1.08M 0.1%
13,527
-62,608
209
$1.06M 0.1%
27,885
-680
210
$1.05M 0.1%
5,026
+156
211
$1.03M 0.09%
12,559
-965
212
$1.02M 0.09%
8,192
+656
213
$1.01M 0.09%
+33,342
214
$1.01M 0.09%
28,209
+1,002
215
$1M 0.09%
+26,641
216
$998K 0.09%
8,437
+1,306
217
$983K 0.09%
30,504
+2,616
218
$975K 0.09%
40,977
+1,785
219
$972K 0.09%
+52,915
220
$966K 0.09%
9,532
+466
221
$937K 0.09%
11,784
-6,961
222
$935K 0.09%
6,201
-40
223
$922K 0.08%
8,477
-109
224
$919K 0.08%
21,013
-1,598
225
$915K 0.08%
3,783
+140
7 8
9
10 11