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
176
$1.16M 0.11%
10,736
+601
177
$1.16M 0.11%
13,021
+493
178
$1.14M 0.11%
22,102
+829
179
$1.13M 0.11%
17,939
+1,325
180
$1.11M 0.11%
6,401
-253
181
$1.11M 0.11%
9,537
+697
182
$1.1M 0.11%
10,008
+317
183
$1.07M 0.1%
16,745
+545
184
$1.06M 0.1%
23,902
-2,861
185
$1.04M 0.1%
9,913
-106
186
$1.03M 0.1%
10,327
-43,647
187
$1.02M 0.1%
9,443
+212
188
$1.02M 0.1%
17,379
-741
189
$994K 0.1%
5,829
-3,276
190
$987K 0.1%
13,754
-3,761
191
$984K 0.1%
9,740
+87
192
$977K 0.09%
13,858
+2,497
193
$970K 0.09%
10,211
-2,927
194
$970K 0.09%
27,597
+3,443
195
$955K 0.09%
8,683
+840
196
$931K 0.09%
23,648
-478
197
$917K 0.09%
26,412
-4,749
198
$912K 0.09%
6,284
+428
199
$911K 0.09%
57,253
-406
200
$901K 0.09%
32,236
+1,052
6 7
8
9 10