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
76
$3.79M 0.37%
157,355
-17,852
77
$3.77M 0.37%
105,860
+876
78
$3.76M 0.36%
28,028
-1,216
79
$3.75M 0.36%
20,770
+875
80
$3.66M 0.35%
11,834
+5
81
$3.6M 0.35%
37,083
+8,558
82
$3.56M 0.35%
+71,234
83
$3.55M 0.34%
34,480
+877
84
$3.52M 0.34%
240,860
-900
85
$3.42M 0.33%
21,808
-200
86
$3.42M 0.33%
118,782
-27,220
87
$3.36M 0.33%
32,266
-7,303
88
$3.36M 0.33%
23,863
+1,103
89
$3.24M 0.31%
23,701
+332
90
$3.21M 0.31%
13,429
+191
91
$3.18M 0.31%
88,777
-3,261
92
$3.15M 0.3%
23,183
+1,409
93
$2.99M 0.29%
40,566
+4,999
94
$2.91M 0.28%
6,364
+75
95
$2.86M 0.28%
38,446
+26,895
96
$2.85M 0.28%
68,068
-3,144
97
$2.84M 0.28%
27,737
+369
98
$2.77M 0.27%
57,918
-3,492
99
$2.76M 0.27%
30,686
+1,040
100
$2.76M 0.27%
13,534
-165
2 3
4
5 6