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
$489M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.33M
3
+$1.16M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.07M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.04M

Top Sells

1
+$6.77M
2
+$5.04M
3
+$3.51M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.23M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.18M

Sector Composition

1 Healthcare 8.18%
2 Technology 7.92%
3 Consumer Staples 6.3%
4 Industrials 5.24%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 3.64%
62,925
+2,364
2
$11.8M 2.41%
99,471
+3,233
3
$9.77M 1.99%
34,568
+2,142
4
$8.94M 1.82%
85,958
+5,661
5
$8.78M 1.79%
214,899
-12,101
6
$8.54M 1.74%
61,088
+4,165
7
$8.41M 1.71%
122,888
+8,934
8
$8.28M 1.68%
226,532
+11,958
9
$8.13M 1.65%
68,944
-1,429
10
$7.67M 1.56%
95,120
+5,816
11
$7.62M 1.55%
321,878
+15,567
12
$7.33M 1.49%
86,475
+5,419
13
$7.13M 1.45%
65,032
+3,221
14
$6.76M 1.37%
157,429
+1,921
15
$6.63M 1.35%
139,728
+2,108
16
$6.29M 1.28%
40,187
-1,417
17
$6.25M 1.27%
358,359
+4,794
18
$5.84M 1.19%
69,683
+6,763
19
$5.64M 1.15%
73,085
-1,061
20
$5.31M 1.08%
66,717
+757
21
$5.19M 1.06%
122,222
+1,511
22
$5.18M 1.05%
48,129
+875
23
$4.85M 0.99%
25,561
-2,014
24
$4.83M 0.98%
31,935
+852
25
$4.74M 0.96%
54,544
+2,213
1
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