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
$456M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.22M
3
+$2.15M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.13M
5
INTC icon
Intel
INTC
+$2.11M

Top Sells

1
+$3.37M
2
+$2.36M
3
+$2.33M
4
AVX
AVX Corporation
AVX
+$2.14M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.93M

Sector Composition

1 Healthcare 8.31%
2 Technology 6.97%
3 Consumer Staples 5.7%
4 Industrials 4.58%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.34%
60,561
+3,541
2
$10.9M 2.38%
96,238
-4,938
3
$8.42M 1.85%
227,000
+17,661
4
$8.23M 1.8%
89,304
+4,521
5
$8.1M 1.78%
32,426
+3,601
6
$7.38M 1.62%
80,297
+6,177
7
$7.35M 1.61%
56,923
+4,411
8
$7.34M 1.61%
214,574
+829
9
$7.15M 1.57%
70,373
+1,141
10
$6.81M 1.49%
113,954
+32,247
11
$6.77M 1.48%
139,354
+5,603
12
$6.6M 1.45%
306,311
+20,073
13
$6.2M 1.36%
81,056
+4,287
14
$6.07M 1.33%
155,508
-11,988
15
$6.05M 1.33%
61,811
+2,315
16
$5.59M 1.22%
41,604
+2,363
17
$5.54M 1.21%
353,565
+1,506
18
$5.43M 1.19%
137,620
+43,408
19
$5.18M 1.14%
65,960
-4,677
20
$5.14M 1.13%
74,146
+1,567
21
$5.04M 1.1%
122,060
+4,675
22
$4.9M 1.07%
27,575
-3,194
23
$4.7M 1.03%
62,920
+7,376
24
$4.63M 1.01%
47,254
-3,594
25
$4.6M 1.01%
120,711
+1,929
1
2 3 4 5