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
401
$298K 0.02%
2,640
402
$298K 0.02%
3,383
+406
403
$297K 0.02%
+4,996
404
$296K 0.02%
3,602
-225
405
$296K 0.02%
+4,062
406
$295K 0.02%
5,848
+432
407
$290K 0.02%
3,675
-632
408
$290K 0.02%
6,268
+121
409
$289K 0.02%
12,349
-446
410
$288K 0.02%
9,689
-700
411
$285K 0.02%
10,468
-2,080
412
$284K 0.02%
11,921
-1,197
413
$284K 0.02%
4,150
414
$282K 0.02%
3,930
-149
415
$280K 0.02%
837
+3
416
$279K 0.02%
+5,602
417
$279K 0.02%
6,058
-6,672
418
$278K 0.02%
6,366
-4
419
$273K 0.02%
+11,340
420
$271K 0.02%
+10,050
421
$268K 0.02%
572
-28
422
$268K 0.02%
3,773
+87
423
$267K 0.02%
17,814
+75
424
$265K 0.02%
7,583
-5,669
425
$263K 0.02%
10,549
15 16
17
18 19