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
$935M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$6.66M
3
+$5.43M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$5.33M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.65M

Top Sells

1
+$7.43M
2
+$7.36M
3
+$5.96M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.64M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$3.2M

Sector Composition

1 Technology 6.05%
2 Healthcare 5.98%
3 Consumer Staples 4.72%
4 Consumer Discretionary 3.36%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$799K 0.08%
18,182
+38
202
$788K 0.08%
41,400
+762
203
$784K 0.08%
15,778
+229
204
$781K 0.08%
16,025
+283
205
$780K 0.08%
6,438
+238
206
$777K 0.08%
5,143
+107
207
$766K 0.08%
31,184
+2,915
208
$763K 0.08%
24,361
-3,033
209
$753K 0.08%
5,856
+208
210
$751K 0.08%
30,197
+9,025
211
$749K 0.08%
6,032
-358
212
$744K 0.08%
11,361
+262
213
$739K 0.08%
11,658
+62
214
$731K 0.08%
6,038
+2,561
215
$725K 0.08%
+7,550
216
$719K 0.08%
2,529
-23
217
$711K 0.08%
24,154
+15,559
218
$696K 0.07%
3,087
-212
219
$684K 0.07%
6,120
-88
220
$680K 0.07%
38,965
+1,060
221
$677K 0.07%
8,469
-22
222
$677K 0.07%
35,242
+823
223
$675K 0.07%
+10,285
224
$664K 0.07%
13,525
+125
225
$657K 0.07%
5,533
-698
7 8
9
10 11