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
476
$17.6K ﹤0.01%
275
477
$13.4K ﹤0.01%
25,000
478
$4.66K ﹤0.01%
21,377
479
– –
-1,835
480
– –
-16,063
481
– –
-3,550
482
– –
-68,570
483
– –
-5,474
484
– –
-11,863
485
– –
-2,918
486
– –
-10,150
487
– –
-2,262
488
– –
-7,550
489
– –
-18,775
490
– –
-1,468
491
– –
-16,480
492
– –
-41,400
493
– –
-49,132
494
– –
-21,713
495
– –
-52,112
496
– –
-42,281
497
– –
-9,212
498
– –
-6,170
499
– –
-5,802
500
– –
-5,559
17 18 19
20
21