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
101
$1.52M 0.32%
216,240
-10,440
102
$1.52M 0.32%
16,764
+6,279
103
$1.43M 0.3%
42,887
+9,889
104
$1.42M 0.3%
9,819
+1,425
105
$1.42M 0.3%
10,453
+338
106
$1.42M 0.3%
11,616
+2,475
107
$1.42M 0.3%
51,478
+20,347
108
$1.41M 0.3%
12,528
+847
109
$1.37M 0.29%
36,621
+16,935
110
$1.37M 0.29%
15,151
+8,810
111
$1.37M 0.29%
17,233
+4,452
112
$1.36M 0.29%
90,391
+14,816
113
$1.32M 0.28%
11,750
+3,514
114
$1.31M 0.28%
24,479
+7,400
115
$1.3M 0.27%
41,589
+7,578
116
$1.25M 0.26%
28,108
+11,180
117
$1.19M 0.25%
23,446
+6,741
118
$1.19M 0.25%
10,596
+1,811
119
$1.17M 0.25%
16,017
+6,907
120
$1.17M 0.25%
24,208
+9,831
121
$1.15M 0.24%
12,976
+6,241
122
$1.12M 0.24%
19,666
-15,915
123
$1.11M 0.23%
37,801
-12,450
124
$1.1M 0.23%
20,341
+6,385
125
$1.1M 0.23%
23,212
+268
3 4
5
6 7