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
426
$263K 0.02%
3,929
-39
427
$262K 0.02%
3,164
-75
428
$262K 0.02%
+8,505
429
$262K 0.02%
+4,067
430
$261K 0.02%
+6,370
431
$256K 0.02%
+849
432
$256K 0.02%
4,403
-1,084
433
$255K 0.02%
2,025
-187
434
$255K 0.02%
+7,447
435
$255K 0.02%
11,215
-982
436
$254K 0.02%
+5,354
437
$252K 0.02%
2,236
+29
438
$218K 0.02%
+10,110
439
$204K 0.02%
13,111
+2,408
440
$190K 0.02%
16,168
441
$185K 0.02%
14,000
442
$174K 0.01%
21,211
+48
443
$173K 0.01%
15,406
444
$144K 0.01%
28,460
445
$143K 0.01%
17,661
-2,200
446
$142K 0.01%
17,250
447
$92.7K 0.01%
22,602
-679
448
$83.4K 0.01%
13,606
449
$83.3K 0.01%
17,146
450
$75.7K 0.01%
13,167
16 17
18
19 20