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
1
$75.2M 5.14%
143,038
-27,039
2
$28.7M 1.97%
68,313
+1,349
3
$27.7M 1.89%
62,365
-2,090
4
$24.1M 1.65%
140,633
-4,312
5
$23.4M 1.6%
202,964
+5,684
6
$22.9M 1.57%
355,566
+5,160
7
$22.4M 1.53%
42,811
+764
8
$20.8M 1.42%
190,649
+3,195
9
$19.3M 1.32%
106,023
-5,701
10
$19M 1.3%
221,286
+2,384
11
$18.6M 1.27%
693,120
-351
12
$17.1M 1.17%
49,646
-1,138
13
$16.6M 1.14%
184,230
-14,980
14
$15.7M 1.07%
449,766
+109,522
15
$14.8M 1.01%
142,517
+12,943
16
$14.6M 1%
89,835
-6,419
17
$14.1M 0.96%
131,983
+20,485
18
$13.5M 0.92%
85,100
-382
19
$13.3M 0.91%
265,735
-1,296
20
$13.2M 0.91%
290,578
+26,575
21
$13.2M 0.9%
27,469
+770
22
$13.1M 0.9%
314,309
+45,167
23
$13M 0.89%
117,461
+8,884
24
$13M 0.89%
71,929
+699
25
$12.6M 0.86%
68,854
-4,854
1
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