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
251
$281K 0.06%
+1,306
252
$280K 0.06%
6,890
-1,020
253
$279K 0.06%
1,693
+280
254
– –
0
255
$277K 0.06%
6,298
-757
256
$277K 0.06%
+1,528
257
$269K 0.06%
2,894
+597
258
$269K 0.06%
+4,987
259
$263K 0.06%
8,124
+1,334
260
$263K 0.06%
1,183
-10,553
261
$262K 0.06%
6,916
+989
262
$261K 0.05%
+5,289
263
$258K 0.05%
+1,597
264
$256K 0.05%
10,216
-363
265
$255K 0.05%
+1,477
266
$254K 0.05%
+20,925
267
$253K 0.05%
+1,588
268
$253K 0.05%
+1,684
269
$248K 0.05%
11,200
-3,450
270
$246K 0.05%
+6,702
271
$244K 0.05%
+5,503
272
$242K 0.05%
32,958
+8,091
273
$241K 0.05%
5,545
-4,900
274
$240K 0.05%
+3,105
275
$235K 0.05%
5,211
-24,990
9 10
11
12 13