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
176
$568K 0.12%
+28,921
177
$559K 0.12%
+12,053
178
$555K 0.12%
11,481
-9,261
179
$553K 0.12%
4,452
+79
180
$549K 0.12%
6,865
+2,452
181
$547K 0.12%
+11,317
182
$547K 0.12%
+17,792
183
$541K 0.11%
9,636
+2,910
184
$538K 0.11%
+1,106
185
$538K 0.11%
17,656
-6,316
186
$525K 0.11%
2,532
+804
187
$520K 0.11%
21,637
+6,239
188
$519K 0.11%
2,156
+360
189
$503K 0.11%
+9,715
190
– –
0
191
$495K 0.1%
9,712
+3,601
192
$494K 0.1%
8,280
+2,540
193
$482K 0.1%
19,100
+686
194
$481K 0.1%
12,510
-7,560
195
$476K 0.1%
+16,087
196
$465K 0.1%
4,207
+367
197
$458K 0.1%
4,245
-1,172
198
$457K 0.1%
5,478
+840
199
$457K 0.1%
2,210
+122
200
$456K 0.1%
9,400
6 7
8
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