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
201
$449K 0.09%
10,273
+4,100
202
$447K 0.09%
7,530
-4,666
203
$446K 0.09%
10,236
+3,553
204
$446K 0.09%
+1,676
205
$444K 0.09%
+5,980
206
$442K 0.09%
+10,682
207
$425K 0.09%
15,245
+3,725
208
$424K 0.09%
5,776
+1,879
209
$421K 0.09%
3,670
-1,889
210
$417K 0.09%
+1,562
211
$403K 0.08%
5,619
+849
212
$397K 0.08%
+10,470
213
$395K 0.08%
6,331
-2,052
214
$394K 0.08%
12,318
-10,275
215
$389K 0.08%
4,583
-3,868
216
$377K 0.08%
+15,612
217
$373K 0.08%
12,526
-3,500
218
$367K 0.08%
+11,208
219
$363K 0.08%
8,104
+2,861
220
$361K 0.08%
+31,251
221
$359K 0.08%
+24,895
222
$352K 0.07%
+16,642
223
$348K 0.07%
6,439
224
$347K 0.07%
18,546
+4,092
225
$341K 0.07%
4,509
-1,234
7 8
9
10 11