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
$1.09B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.76M
3
+$5.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.91M

Top Sells

1
+$7.88M
2
+$6.02M
3
+$4.98M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.73M

Sector Composition

1 Technology 8.27%
2 Healthcare 5.59%
3 Consumer Staples 3.93%
4 Consumer Discretionary 3.22%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 5.07%
121,788
+8,049
2
$24.6M 2.26%
140,797
+1,365
3
$23.1M 2.12%
295,836
-14,435
4
$19.6M 1.8%
539,505
+153,162
5
$19.1M 1.76%
62,079
+692
6
$18.3M 1.68%
151,085
+3,825
7
$17.9M 1.65%
39,740
+750
8
$16.8M 1.54%
216,682
-7,200
9
$16.1M 1.48%
44,351
-304
10
$15.9M 1.46%
286,241
+11,229
11
$15.1M 1.39%
93,230
-6,046
12
$14.2M 1.31%
141,004
-876
13
$13.2M 1.21%
129,777
+4,020
14
$12.7M 1.16%
112,715
+43,757
15
$12M 1.1%
134,545
-3,259
16
$11.7M 1.07%
242,707
+8,404
17
$11.6M 1.06%
440,142
-3,867
18
$11.5M 1.05%
39,866
+2,350
19
$11.4M 1.05%
64,369
+3,223
20
$11.3M 1.04%
216,826
+1,581
21
$11.1M 1.02%
68,456
+2,350
22
$11.1M 1.01%
102,520
-2,523
23
$10.8M 0.99%
70,674
+1,353
24
$10.4M 0.95%
98,918
-11,241
25
$9.27M 0.85%
94,501
+1,516
1
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