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
76
$1.89M 0.4%
+10,961
77
$1.87M 0.39%
+20,437
78
$1.85M 0.39%
+43,663
79
$1.85M 0.39%
+90,453
80
$1.83M 0.39%
35,867
+6,369
81
$1.82M 0.38%
38,777
+16,051
82
$1.82M 0.38%
44,047
+7,456
83
$1.79M 0.38%
67,746
+11,112
84
$1.78M 0.38%
113,649
+19,330
85
$1.78M 0.37%
127,784
+21,721
86
$1.78M 0.37%
+38,769
87
$1.77M 0.37%
+12,956
88
$1.76M 0.37%
50,720
+8,263
89
$1.76M 0.37%
23,203
+9,095
90
$1.72M 0.36%
+7,330
91
$1.72M 0.36%
29,236
+4,666
92
$1.67M 0.35%
9,487
+1,957
93
$1.66M 0.35%
21,618
+5,279
94
$1.66M 0.35%
36,606
+4,651
95
$1.62M 0.34%
15,713
+2,601
96
$1.61M 0.34%
58,640
+24,742
97
$1.58M 0.33%
25,349
+7,842
98
$1.55M 0.33%
14,616
+4,238
99
$1.53M 0.32%
11,543
+1,993
100
$1.52M 0.32%
18,984
+3,120
2 3
4
5 6