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
276
$232K 0.05%
6,035
-890
277
$232K 0.05%
+2,847
278
$231K 0.05%
+41,234
279
$230K 0.05%
4,807
-6,990
280
$230K 0.05%
15,464
+5,014
281
$227K 0.05%
+8,430
282
$226K 0.05%
+2,869
283
$223K 0.05%
+5,929
284
$223K 0.05%
1,758
+74
285
$221K 0.05%
4,223
-695
286
$221K 0.05%
+4,754
287
$221K 0.05%
+12,626
288
$221K 0.05%
+1,162
289
$219K 0.05%
+15,101
290
$218K 0.05%
+4,600
291
$216K 0.05%
+2,460
292
$214K 0.05%
9,340
+2,968
293
$213K 0.04%
7,722
-4,828
294
$212K 0.04%
+2,977
295
$207K 0.04%
+16,646
296
$206K 0.04%
+1,140
297
$203K 0.04%
542
+10
298
$200K 0.04%
+2,877
299
$196K 0.04%
+5,495
300
$196K 0.04%
+15,480
10 11
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