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
251
$576K 0.06%
4,112
-1,920
252
$575K 0.06%
17,183
+31
253
$574K 0.06%
25,863
-2,829
254
$571K 0.06%
16,040
255
$567K 0.05%
16,583
+4,301
256
$567K 0.05%
11,955
-196
257
$566K 0.05%
13,334
+4,726
258
$563K 0.05%
10,841
+4,663
259
$553K 0.05%
2,350
+32
260
$551K 0.05%
6,998
+494
261
$546K 0.05%
2,302
+191
262
$544K 0.05%
45,072
-4,095
263
$543K 0.05%
8,265
-34
264
$542K 0.05%
10,821
-5,204
265
$542K 0.05%
5,459
-253
266
$529K 0.05%
5,796
-62
267
$528K 0.05%
6,119
-396
268
$527K 0.05%
5,281
-525
269
$523K 0.05%
1,960
+23
270
$519K 0.05%
+10,326
271
$518K 0.05%
14,169
-1,157
272
$513K 0.05%
5,255
+104
273
$509K 0.05%
1,977
-421
274
$504K 0.05%
15,518
+2,233
275
$497K 0.05%
2,791
+45
9 10
11
12 13