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
$370M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$3.3M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.21M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.1M

Top Sells

1
+$9.44M
2
+$4.42M
3
+$4.34M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.36M

Sector Composition

1 Consumer Discretionary 8.67%
2 Healthcare 7.38%
3 Financials 6.68%
4 Energy 4.47%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.01M 2.17%
202,186
+47,563
2
$7.37M 1.99%
116,088
+19,083
3
$7.3M 1.97%
181,046
-276
4
$7.22M 1.95%
274,240
+950
5
$5.87M 1.59%
28,531
+7,453
6
$5.59M 1.51%
44,787
+8,828
7
$5.3M 1.43%
48,743
-25,187
8
$5.16M 1.4%
131,848
+11,276
9
$4.41M 1.19%
38,286
+26,933
10
$4.21M 1.14%
36,388
-81,611
11
$4.2M 1.14%
17,062
+209
12
$4.19M 1.13%
176,088
+164,325
13
$4.17M 1.13%
70,684
+34,956
14
$3.93M 1.06%
99,169
+6,260
15
$3.89M 1.05%
145,101
+1,489
16
$3.81M 1.03%
32,589
+3,649
17
$3.65M 0.99%
54,490
+1,548
18
$3.6M 0.97%
70,352
+64,513
19
$3.55M 0.96%
26,118
+859
20
$3.52M 0.95%
52,390
+647
21
$3.46M 0.94%
38,907
+1,744
22
$3.42M 0.92%
109,064
+16,508
23
$3.38M 0.91%
12,365
+72
24
$3.33M 0.9%
163,799
+6,122
25
$3.32M 0.9%
+107,267
1
2 3 4 5