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
$475M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.3M
3
+$4.37M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.05M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M

Top Sells

1
+$2.82M
2
+$2.35M
3
+$2.22M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.07M
5
UNP icon
Union Pacific
UNP
+$2.01M

Sector Composition

1 Healthcare 8.81%
2 Technology 6.09%
3 Industrials 5.36%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.03%
118,782
+47,116
27
$4.59M 0.97%
35,378
+5,989
28
$4.23M 0.89%
52,395
+16,929
29
$3.94M 0.83%
55,544
+28,111
30
$3.7M 0.78%
46,184
+20,924
31
$3.61M 0.76%
59,869
+13,127
32
$3.6M 0.76%
66,550
+14,787
33
$3.58M 0.75%
88,800
+36,220
34
$3.51M 0.74%
83,916
+49,362
35
$3.37M 0.71%
26,688
+2,514
36
$3.1M 0.65%
36,459
+19,894
37
$3.03M 0.64%
43,914
+6,762
38
$2.82M 0.59%
91,406
+11,235
39
$2.82M 0.59%
44,515
+34,853
40
$2.8M 0.59%
44,276
-8,272
41
$2.79M 0.59%
45,188
-6,752
42
$2.72M 0.57%
23,271
-3,437
43
$2.71M 0.57%
25,078
+2,429
44
$2.67M 0.56%
18,752
+5,037
45
$2.67M 0.56%
23,610
+7,392
46
$2.55M 0.54%
25,931
+17,157
47
$2.54M 0.53%
28,880
+4,972
48
$2.53M 0.53%
13,605
+4,679
49
$2.51M 0.53%
14,894
+9,413
50
$2.5M 0.53%
20,444
+6,421
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