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
$1.03B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.56M
3
+$2.75M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.68M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$2.44M

Top Sells

1
+$4.35M
2
+$2.52M
3
+$2.49M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.01M

Sector Composition

1 Healthcare 6.21%
2 Technology 5.85%
3 Consumer Staples 4.96%
4 Financials 3.07%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$698K 0.07%
13,525
227
$692K 0.07%
38,167
-798
228
$690K 0.07%
31,324
+658
229
$688K 0.07%
12,300
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230
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12,065
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231
$679K 0.07%
34,671
-571
232
$669K 0.06%
21,827
+1,041
233
$657K 0.06%
+13,180
234
$653K 0.06%
11,608
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235
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21,522
-1,570
236
$644K 0.06%
12,888
-1,813
237
$641K 0.06%
7,274
-1,195
238
$637K 0.06%
10,140
-1,508
239
$634K 0.06%
7,529
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240
$631K 0.06%
5,070
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241
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242
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243
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245
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244
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4,248
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245
$592K 0.06%
7,394
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246
$592K 0.06%
16,319
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247
$587K 0.06%
17,437
-2,168
248
$584K 0.06%
11,941
-398
249
$577K 0.06%
10,072
+1,550
250
$577K 0.06%
6,819
-351
8 9
10
11 12