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
276
$494K 0.05%
10,470
+160
277
$492K 0.05%
+277
278
$491K 0.05%
1,481
+54
279
$490K 0.05%
6,746
-216
280
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10,492
-1,401
281
$486K 0.05%
+10,147
282
$484K 0.05%
9,357
+109
283
$481K 0.05%
14,721
+2,856
284
$476K 0.05%
3,577
+8
285
$476K 0.05%
29,680
+44
286
$467K 0.05%
7,301
+551
287
$467K 0.05%
6,723
-396
288
$464K 0.05%
5,460
-108
289
$463K 0.04%
2,580
-97
290
$461K 0.04%
9,128
-1,306
291
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1,340
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292
$460K 0.04%
17,651
-7,163
293
$451K 0.04%
8,666
-371
294
$450K 0.04%
19,730
-1,840
295
$449K 0.04%
27,851
-75
296
$442K 0.04%
+9,017
297
$442K 0.04%
6,148
-1,351
298
$437K 0.04%
3,635
-85
299
$436K 0.04%
11,675
+4,556
300
$435K 0.04%
1,572
-35
10 11
12
13 14