RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.03M
3
+$3.36M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.34M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$3.19M

Top Sells

1
+$7.73M
2
+$5.93M
3
+$4.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.9M

Sector Composition

1 Technology 8.28%
2 Healthcare 4.73%
3 Consumer Staples 4.4%
4 Financials 3.64%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$664K 0.05%
6,498
+7
277
$657K 0.05%
1,470
+66
278
$655K 0.05%
8,919
-52
279
$644K 0.05%
4,060
-337
280
$643K 0.05%
+3,580
281
$640K 0.05%
6,180
282
$630K 0.05%
3,346
-247
283
$628K 0.05%
3,680
-409
284
$627K 0.05%
9,559
+1,495
285
$623K 0.05%
11,641
+2,753
286
$621K 0.05%
63,599
+41,544
287
$618K 0.05%
12,161
+2,021
288
$614K 0.05%
5,033
-151
289
$606K 0.05%
3,319
+3
290
$603K 0.05%
2,604
-46
291
$599K 0.05%
4,286
+1,805
292
$586K 0.05%
13,500
293
$585K 0.05%
13,205
-1,870
294
$582K 0.05%
1,019
-415
295
$581K 0.05%
1,951
+161
296
$580K 0.05%
1,892
-124
297
$579K 0.05%
+4,098
298
$579K 0.05%
2,893
-258
299
$572K 0.05%
10,101
-1,799
300
$570K 0.05%
5,955
-56
10 11
12
13 14