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
101
$2.71M 0.26%
20,900
+14,780
102
$2.69M 0.26%
26,643
-1,737
103
$2.61M 0.25%
80,983
+12,402
104
$2.55M 0.25%
92,641
-893
105
$2.53M 0.24%
41,413
+2,455
106
$2.52M 0.24%
66,145
-9,194
107
$2.51M 0.24%
109,856
108
$2.49M 0.24%
110,032
+6,552
109
$2.48M 0.24%
43,935
+330
110
$2.48M 0.24%
20,120
-1,022
111
$2.45M 0.24%
51,715
-1,431
112
$2.44M 0.24%
13,303
-209
113
$2.35M 0.23%
46,633
+42,002
114
$2.35M 0.23%
18,217
+517
115
$2.27M 0.22%
16,196
+84
116
$2.25M 0.22%
34,681
+29,142
117
$2.24M 0.22%
20,381
+5,713
118
$2.21M 0.21%
20,477
+361
119
$2.19M 0.21%
18,601
-508
120
$2.15M 0.21%
19,534
-202
121
$2.13M 0.21%
10,266
+91
122
$2.09M 0.2%
20,327
+485
123
$2.08M 0.2%
178,784
-7,699
124
$2.08M 0.2%
12,241
-1,724
125
$2.04M 0.2%
27,942
+21,823
3 4
5
6 7