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
326
$391K 0.04%
98,874
+3,050
327
$389K 0.04%
5,218
-36
328
$388K 0.04%
+7,739
329
$386K 0.04%
12,839
-19,480
330
$386K 0.04%
9,406
-688
331
$384K 0.04%
9,639
-272
332
$382K 0.04%
9,090
-70
333
$376K 0.04%
1,122
-18
334
$373K 0.04%
1,862
+163
335
$372K 0.04%
34,568
-912
336
$370K 0.04%
2,793
+147
337
$368K 0.04%
11,067
+312
338
$366K 0.04%
2,824
-22
339
$364K 0.04%
2,302
-511
340
$362K 0.04%
1,691
341
$361K 0.04%
574
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+17,177
343
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+14,589
344
$359K 0.03%
1,125
-112
345
$354K 0.03%
3,091
-956
346
$352K 0.03%
3,480
-5
347
$351K 0.03%
4,772
-382
348
$348K 0.03%
1,315
-13
349
$348K 0.03%
1,195
-27
350
$348K 0.03%
922
-229
12 13
14
15 16