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
151
$786K 0.17%
16,153
+5,781
152
$773K 0.16%
6,849
-503
153
$772K 0.16%
18,221
+825
154
$767K 0.16%
+22,513
155
$745K 0.16%
32,701
+12,877
156
$729K 0.15%
78,773
+24,065
157
$724K 0.15%
4,405
+2,146
158
$698K 0.15%
+25,174
159
$691K 0.15%
4,955
+587
160
$683K 0.14%
11,320
+3,560
161
$683K 0.14%
24,268
+5,860
162
$674K 0.14%
29,569
+15,579
163
$651K 0.14%
+12,752
164
$650K 0.14%
23,568
-5,527
165
$645K 0.14%
6,392
+904
166
$629K 0.13%
43,945
+15,957
167
$627K 0.13%
34,491
+10,549
168
$609K 0.13%
+7,043
169
$608K 0.13%
+18,609
170
$601K 0.13%
+9,655
171
$590K 0.12%
17,439
+4,250
172
$582K 0.12%
14,356
+4,860
173
$580K 0.12%
8,576
+4,603
174
$577K 0.12%
38,201
+14,365
175
$573K 0.12%
4,944
+1,139
5 6
7
8 9