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
301
$192K 0.04%
22,096
+7,213
302
$186K 0.04%
12,490
-10,771
303
$186K 0.04%
36,930
+12,181
304
$186K 0.04%
+16,416
305
$171K 0.04%
3,193
+349
306
$170K 0.04%
+6,017
307
$166K 0.03%
24,634
+8,158
308
$140K 0.03%
+12,581
309
$135K 0.03%
10,700
310
$128K 0.03%
+3,139
311
$124K 0.03%
1,967
+1
312
$111K 0.02%
+10,621
313
$110K 0.02%
22,360
+7,610
314
$101K 0.02%
+18,286
315
$93K 0.02%
+16,940
316
$80K 0.02%
+15,000
317
– –
0
318
– –
0
319
$19K ﹤0.01%
+2,215
320
– –
-28,930
321
– –
-25,246
322
– –
-19,007
323
– –
-18,302
324
– –
-22,682
325
– –
-17,501
10 11 12
13
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