RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.03M
3
+$3.36M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.34M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$3.19M

Top Sells

1
+$7.73M
2
+$5.93M
3
+$4.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.9M

Sector Composition

1 Technology 8.28%
2 Healthcare 4.73%
3 Consumer Staples 4.4%
4 Financials 3.64%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$350K 0.03%
10,600
377
$347K 0.03%
5,058
-649
378
$343K 0.03%
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-1,919
379
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381
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6,870
382
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2,415
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383
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4,608
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385
$333K 0.03%
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-16
386
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387
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2,874
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4,604
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389
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10,056
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390
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391
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392
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8,109
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11,267
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396
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10,150
397
$305K 0.02%
+2,250
398
$301K 0.02%
+11,047
399
$301K 0.02%
+6,430
400
$299K 0.02%
3,548
-72
14 15
16
17 18