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
201
$900K 0.09%
22,539
+107
202
$890K 0.09%
9,099
+35
203
$869K 0.08%
2,498
-31
204
$866K 0.08%
7,400
+687
205
$857K 0.08%
35,000
+19,372
206
$850K 0.08%
3,548
+105
207
$848K 0.08%
16,736
208
$837K 0.08%
5,254
+111
209
$818K 0.08%
3,114
+27
210
$806K 0.08%
30,217
+20
211
$794K 0.08%
18,369
+1,386
212
$789K 0.08%
15,002
-4,318
213
$782K 0.08%
18,922
+5,148
214
$770K 0.07%
4,043
-1,995
215
$768K 0.07%
7,362
+4,337
216
$762K 0.07%
+25,948
217
$753K 0.07%
14,953
-3,229
218
$744K 0.07%
11,482
-176
219
$742K 0.07%
48,516
-336
220
$737K 0.07%
14,867
-911
221
$736K 0.07%
9,782
+4,876
222
$728K 0.07%
10,343
+58
223
$720K 0.07%
8,810
-198
224
$719K 0.07%
22,416
-1,945
225
$700K 0.07%
6,573
-12,571
7 8
9
10 11