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
451
$203K 0.02%
10,228
-6,802
452
$203K 0.02%
+621
453
$202K 0.02%
+687
454
$202K 0.02%
+5,312
455
$202K 0.02%
+7,215
456
$201K 0.02%
+1,514
457
$201K 0.02%
1,358
-321
458
$200K 0.02%
8,952
-279
459
$195K 0.02%
13,540
-319
460
$188K 0.02%
13,700
461
$184K 0.02%
11,500
462
$184K 0.02%
16,478
-4,390
463
$167K 0.02%
11,300
-1,198
464
$164K 0.02%
21,147
465
$146K 0.01%
20,881
+477
466
$146K 0.01%
14,350
-200
467
$127K 0.01%
27,466
-5,891
468
$96.5K 0.01%
25,000
+4,100
469
$93.4K 0.01%
1,600
+7
470
$90.8K 0.01%
19,654
-1,574
471
$88.2K 0.01%
28,460
472
$45.9K ﹤0.01%
16,872
-510
473
$39.9K ﹤0.01%
10,500
474
$36.5K ﹤0.01%
631
+25
475
$32.7K ﹤0.01%
11,077
17 18
19
20 21