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
$68.1M
AUM Growth
-$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$15.2K
3
+$11.5K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$11.1K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$9.19K

Top Sells

1
+$12.5M
2
+$11.6M
3
+$9.63M
4
PG icon
Procter & Gamble
PG
+$9.52M
5
MSFT icon
Microsoft
MSFT
+$9.09M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-25,272
202
– –
-21,591
203
– –
-6,160
204
– –
-13,890
205
– –
-24,860
206
– –
-5,640
207
– –
-4,174
208
– –
-13,863
209
– –
-14,210
210
– –
-8,545
211
– –
-904
212
– –
-131,200
213
– –
-97,162
214
– –
-5,042
215
– –
-228
216
– –
-1,070
217
– –
-5,043
218
– –
-14,737
219
– –
-61,759
220
– –
-50,993
221
– –
-29,232
222
– –
-1,621
223
– –
-42,612
224
– –
-41,532
225
– –
-8,058
7 8
9
10 11