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
376
$297K 0.03%
+1,434
377
$297K 0.03%
8,598
+277
378
$297K 0.03%
610
-16
379
$297K 0.03%
6,350
-17,168
380
$296K 0.03%
8,511
+53
381
$294K 0.03%
5,265
+247
382
$293K 0.03%
3,507
+31
383
$291K 0.03%
23,026
+863
384
$288K 0.03%
9,701
+109
385
$288K 0.03%
2,733
-8
386
$287K 0.03%
10,836
-2,393
387
$287K 0.03%
1,560
+406
388
$284K 0.03%
1,242
+1
389
$283K 0.03%
5,025
390
$283K 0.03%
+12,103
391
$281K 0.03%
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392
$278K 0.03%
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393
$276K 0.03%
+15,360
394
$276K 0.03%
1,111
+4
395
$275K 0.03%
4,299
-1,283
396
$275K 0.03%
11,155
-13,302
397
$274K 0.03%
1,391
398
$273K 0.03%
11,261
-924
399
$273K 0.03%
4,741
+155
400
$271K 0.03%
1,416
+62
14 15
16
17 18