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
126
$1.09M 0.23%
+30,029
127
$1.01M 0.21%
41,538
+6,050
128
$1.01M 0.21%
+26,360
129
– –
0
130
$997K 0.21%
2,680
+1,034
131
$996K 0.21%
22,736
+8,836
132
$980K 0.21%
18,756
+2,871
133
$961K 0.2%
33,784
+12,617
134
$957K 0.2%
+8,161
135
$930K 0.2%
21,812
+8,829
136
$893K 0.19%
7,857
+3,257
137
$889K 0.19%
21,607
+9,285
138
$887K 0.19%
39,088
+11,284
139
$876K 0.18%
8,779
-1,320
140
$875K 0.18%
+23,085
141
$873K 0.18%
4,213
+2,323
142
$872K 0.18%
4,071
+2,356
143
$836K 0.18%
26,833
+6,055
144
$835K 0.18%
19,162
+7,725
145
$827K 0.17%
10,168
+3,921
146
$820K 0.17%
15,027
+8,385
147
$817K 0.17%
14,493
-12,644
148
$807K 0.17%
44,005
+26,621
149
$802K 0.17%
16,818
-19
150
$788K 0.17%
12,866
+4,130
4 5
6
7 8