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
301
$435K 0.04%
+13,665
302
$429K 0.04%
25,078
+730
303
$427K 0.04%
10,781
-208
304
$426K 0.04%
15,104
+1,126
305
$422K 0.04%
12,846
-1,098
306
$422K 0.04%
6,968
+279
307
$422K 0.04%
1,990
+142
308
$420K 0.04%
2,496
+540
309
$418K 0.04%
4,208
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310
$418K 0.04%
3,665
-623
311
$412K 0.04%
7,021
-2,162
312
$412K 0.04%
7,598
+337
313
$411K 0.04%
580
+21
314
$408K 0.04%
+5,474
315
$405K 0.04%
8,902
+2,241
316
$405K 0.04%
28,715
+3,403
317
$404K 0.04%
2,328
-1,107
318
$404K 0.04%
9,824
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319
$403K 0.04%
9,550
-107
320
$401K 0.04%
9,195
-298
321
$400K 0.04%
13,134
+466
322
$399K 0.04%
4,215
-81
323
$397K 0.04%
3,293
+401
324
$397K 0.04%
6,033
+327
325
$391K 0.04%
4,738
-5,378
11 12
13
14 15