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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.58M
3
+$6.3M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6.25M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.74M

Top Sells

1
+$14.2M
2
+$6.5M
3
+$6.39M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.62M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$4.75M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.53M 0.1%
3,102
-277
202
$1.52M 0.1%
69,204
+458
203
$1.48M 0.1%
25,710
-88
204
$1.45M 0.1%
28,621
-91,984
205
$1.44M 0.1%
13,112
-729
206
$1.43M 0.1%
31,266
+1,693
207
$1.41M 0.1%
17,374
-3,400
208
$1.4M 0.1%
28,248
+12,963
209
$1.4M 0.1%
25,759
+19,044
210
$1.37M 0.09%
3,737
-87
211
$1.34M 0.09%
58,255
+7,443
212
$1.33M 0.09%
35,872
-1,760
213
$1.33M 0.09%
8,322
+97
214
$1.32M 0.09%
12,607
+9,398
215
$1.32M 0.09%
10,105
+223
216
$1.31M 0.09%
73,110
+612
217
$1.3M 0.09%
16,320
-545
218
$1.3M 0.09%
11,735
+3,740
219
$1.29M 0.09%
14,381
+2,547
220
$1.28M 0.09%
15,207
+3,442
221
$1.23M 0.08%
+8,638
222
$1.22M 0.08%
14,982
+1,779
223
$1.22M 0.08%
8,225
+1,517
224
$1.22M 0.08%
19,287
-9,368
225
$1.22M 0.08%
2,531
+1
7 8
9
10 11