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
351
$348K 0.03%
3,797
352
$347K 0.03%
1,030
+62
353
$347K 0.03%
739
+40
354
$342K 0.03%
11,050
+6
355
$336K 0.03%
2,898
-261
356
$336K 0.03%
2,478
-346
357
$331K 0.03%
10,395
-2,337
358
$330K 0.03%
1,363
-152
359
$329K 0.03%
3,927
-1,250
360
$329K 0.03%
7,315
+60
361
$326K 0.03%
3,918
+135
362
$322K 0.03%
8,235
+1,134
363
$321K 0.03%
5,700
-705
364
$320K 0.03%
2,112
-169
365
$318K 0.03%
3,807
+3
366
$318K 0.03%
1,141
-166
367
$318K 0.03%
+8,363
368
$314K 0.03%
5,051
-336
369
$311K 0.03%
3,618
-18,638
370
$308K 0.03%
3,192
+1
371
$304K 0.03%
8,706
+509
372
$304K 0.03%
5,644
+1,560
373
$303K 0.03%
12,101
+261
374
$302K 0.03%
+7,771
375
$300K 0.03%
3,339
-1,250
13 14
15
16 17