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
151
$1.44M 0.14%
4,987
-704
152
$1.43M 0.14%
2,705
+36
153
$1.42M 0.14%
30,286
+736
154
$1.38M 0.13%
8,692
+11
155
$1.37M 0.13%
17,920
+74
156
$1.33M 0.13%
52,302
-1,096
157
$1.31M 0.13%
10,262
-10
158
$1.31M 0.13%
9,619
+3,181
159
$1.28M 0.12%
28,409
-5,937
160
$1.28M 0.12%
5,538
-20
161
$1.28M 0.12%
8,317
+1,406
162
$1.28M 0.12%
13,716
+224
163
$1.25M 0.12%
12,783
-53
164
$1.25M 0.12%
22,884
-264
165
$1.23M 0.12%
68,235
-2,316
166
$1.23M 0.12%
27,042
-1,306
167
$1.22M 0.12%
9,292
+103
168
$1.2M 0.12%
48,372
+3,527
169
$1.2M 0.12%
24,029
+921
170
$1.19M 0.12%
44,119
+28,455
171
$1.18M 0.11%
3,232
-271
172
$1.18M 0.11%
8,407
+187
173
$1.17M 0.11%
53,367
+1,374
174
$1.17M 0.11%
24,547
+462
175
$1.17M 0.11%
25,703
-693
5 6
7
8 9