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
26
$9.83M 0.95%
191,912
+10,453
27
$9.03M 0.87%
25,699
+5,062
28
$8.81M 0.85%
196,186
+54,352
29
$8.46M 0.82%
140,164
-33,271
30
$8.44M 0.82%
243,591
+1,705
31
$7.79M 0.75%
299,113
-6,651
32
$7.7M 0.75%
42,895
+979
33
$7.68M 0.74%
168,053
+2,528
34
$7.23M 0.7%
223,279
-2,731
35
$7.11M 0.69%
26,982
+1,240
36
$7.01M 0.68%
64,453
+12,745
37
$6.98M 0.68%
96,977
+3,980
38
$6.89M 0.67%
176,805
+4,321
39
$6.6M 0.64%
100,356
+850
40
$6.6M 0.64%
141,722
+4,547
41
$6.45M 0.62%
157,549
-3,464
42
$6.31M 0.61%
166,469
+1,644
43
$6.3M 0.61%
143,502
+5,470
44
$6.25M 0.61%
83,074
+18,564
45
$6.02M 0.58%
326,814
+20,377
46
$5.92M 0.57%
62,149
-605
47
$5.85M 0.57%
55,457
-7,022
48
$5.82M 0.56%
74,944
+6,502
49
$5.82M 0.56%
74,162
+1,641
50
$5.79M 0.56%
71,340
+10,539
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