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
$475M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.3M
3
+$4.37M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.05M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M

Top Sells

1
+$2.82M
2
+$2.35M
3
+$2.22M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.07M
5
UNP icon
Union Pacific
UNP
+$2.01M

Sector Composition

1 Healthcare 8.81%
2 Technology 6.09%
3 Industrials 5.36%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
0
227
$335K 0.07%
+10,006
228
$334K 0.07%
2,574
+242
229
$331K 0.07%
+3,084
230
$330K 0.07%
18,626
+5,592
231
$328K 0.07%
7,000
-11,417
232
$327K 0.07%
+2,276
233
– –
0
234
$322K 0.07%
5,528
+904
235
$310K 0.07%
+4,079
236
$310K 0.07%
+9,782
237
$309K 0.07%
3,543
-2,772
238
$306K 0.06%
+11,356
239
$306K 0.06%
14,772
+4,462
240
$304K 0.06%
5,509
+107
241
$296K 0.06%
25,995
+8,275
242
$296K 0.06%
+1,855
243
$296K 0.06%
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244
$295K 0.06%
2,877
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245
$291K 0.06%
+13,225
246
$289K 0.06%
4,756
+626
247
$287K 0.06%
+5,950
248
$287K 0.06%
+9,080
249
$285K 0.06%
13,424
+240
250
$284K 0.06%
+1,887
8 9
10
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