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
51
$2.42M 0.51%
37,846
+6,816
52
$2.42M 0.51%
91,596
+42,907
53
$2.41M 0.51%
14,848
+6,258
54
$2.39M 0.5%
38,368
-7,656
55
$2.38M 0.5%
51,518
+17,699
56
$2.36M 0.5%
6,960
+1,003
57
$2.33M 0.49%
24,570
+4,022
58
$2.33M 0.49%
14,194
+6,734
59
$2.28M 0.48%
33,584
+14,951
60
$2.26M 0.48%
15,101
+2,737
61
$2.25M 0.47%
17,554
+2,596
62
$2.22M 0.47%
38,933
-6,749
63
$2.2M 0.46%
20,881
+10,269
64
$2.2M 0.46%
15,539
-11,061
65
$2.19M 0.46%
20,238
+6,669
66
$2.17M 0.46%
28,009
+3,347
67
$2.15M 0.45%
+2,778
68
$2.14M 0.45%
118,728
+18,054
69
$2.08M 0.44%
25,984
+3,892
70
$2.07M 0.44%
13,724
+2,496
71
$2.06M 0.43%
13,732
+3,048
72
$2.05M 0.43%
39,734
+5,755
73
$2.04M 0.43%
133,557
+21,189
74
$1.94M 0.41%
19,400
+11,380
75
$1.91M 0.4%
24,446
+12,914
1 2
3
4 5