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
51
$5.78M 0.56%
68,853
+660
52
$5.52M 0.53%
28,869
-5,118
53
$5.51M 0.53%
139,906
+58,059
54
$5.22M 0.51%
67,288
+254
55
$5.12M 0.5%
125,290
+562
56
$5.05M 0.49%
153,188
+13,673
57
$5.04M 0.49%
66,570
+35,421
58
$4.94M 0.48%
59,883
+1,244
59
$4.75M 0.46%
26,439
+272
60
$4.73M 0.46%
194,490
+10,650
61
$4.67M 0.45%
34,519
+58
62
$4.62M 0.45%
75,014
+3,617
63
$4.54M 0.44%
93,840
+10,280
64
$4.48M 0.43%
70,492
+3,150
65
$4.44M 0.43%
96,698
+10,055
66
$4.41M 0.43%
46,486
+4,105
67
$4.36M 0.42%
92,289
+1,149
68
$4.2M 0.41%
50,125
+5,099
69
$4.12M 0.4%
181,389
-109,380
70
$4.12M 0.4%
77,598
+20,188
71
$3.93M 0.38%
26,393
+3,075
72
$3.91M 0.38%
77,765
-15,078
73
$3.91M 0.38%
44,341
-2,909
74
$3.81M 0.37%
41,061
+29,616
75
$3.8M 0.37%
89,169
-4,957
1 2
3
4 5