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
401
$271K 0.03%
3,276
+32
402
$270K 0.03%
2,301
-437
403
$270K 0.03%
2,131
-53
404
$268K 0.03%
8,025
405
$266K 0.03%
1,536
-13
406
$265K 0.03%
1,520
-191
407
$263K 0.03%
11,919
-380
408
$262K 0.03%
2,795
-563
409
$262K 0.03%
+5,253
410
$256K 0.02%
14,000
411
$254K 0.02%
1,174
-181
412
$254K 0.02%
9,043
-163
413
$250K 0.02%
7,239
+387
414
$248K 0.02%
+579
415
$248K 0.02%
4,279
-1,690
416
$246K 0.02%
+1,115
417
$244K 0.02%
13,184
+165
418
$243K 0.02%
+5,738
419
$243K 0.02%
3,958
-21
420
$242K 0.02%
+624
421
$241K 0.02%
1,921
+25
422
$241K 0.02%
12,464
-211
423
$240K 0.02%
+4,597
424
$235K 0.02%
2,254
-1,584
425
$234K 0.02%
3,292
-830
15 16
17
18 19