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
426
$233K 0.02%
+766
427
$230K 0.02%
+8,354
428
$229K 0.02%
2,702
-9
429
$229K 0.02%
+4,540
430
$226K 0.02%
5,720
+270
431
$225K 0.02%
+3,431
432
$225K 0.02%
+1,431
433
$221K 0.02%
+11,652
434
$220K 0.02%
+634
435
$217K 0.02%
+8,028
436
$216K 0.02%
+1,985
437
$215K 0.02%
+729
438
$213K 0.02%
+415
439
$213K 0.02%
6,473
-808
440
$213K 0.02%
+3,343
441
$212K 0.02%
6,472
+79
442
$210K 0.02%
4,793
-158
443
$210K 0.02%
3,231
444
$209K 0.02%
5,997
-1,498
445
$209K 0.02%
1,005
-6
446
$208K 0.02%
+2,760
447
$208K 0.02%
3,301
-105
448
$208K 0.02%
+8,677
449
$207K 0.02%
5,074
+7
450
$203K 0.02%
+2,656
16 17
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