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
126
$1.98M 0.19%
34,740
-1,770
127
$1.96M 0.19%
27,199
-562
128
$1.95M 0.19%
+47,706
129
$1.85M 0.18%
13,960
+361
130
$1.85M 0.18%
25,888
+529
131
$1.85M 0.18%
15,307
-1,110
132
$1.82M 0.18%
108,115
-11,601
133
$1.79M 0.17%
99,082
+6,973
134
$1.76M 0.17%
53,070
-146
135
$1.74M 0.17%
17,389
-1,319
136
$1.74M 0.17%
24,594
+598
137
$1.71M 0.17%
9,783
-1,191
138
$1.7M 0.17%
8,554
-273
139
$1.7M 0.16%
64,184
-3,257
140
$1.68M 0.16%
+17,065
141
$1.63M 0.16%
+24,096
142
$1.63M 0.16%
74,831
-1,504
143
$1.6M 0.16%
27,226
-835
144
$1.54M 0.15%
13,860
+631
145
$1.53M 0.15%
17,629
-11,833
146
$1.53M 0.15%
7,135
-1,025
147
$1.53M 0.15%
10,452
+8,385
148
$1.48M 0.14%
16,972
+2,042
149
$1.46M 0.14%
2,658
+16
150
$1.46M 0.14%
4,615
+233
4 5
6
7 8