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
1
$16.7M 3.51%
57,020
+14,935
2
$11.6M 2.45%
101,176
+35,223
3
$9.06M 1.91%
209,339
+77,834
4
$8.38M 1.76%
28,825
-1,145
5
$8.02M 1.69%
84,783
+30,728
6
$7.94M 1.67%
213,745
+76,580
7
$7.92M 1.67%
69,232
+13,389
8
$7.31M 1.54%
+133,751
9
$7.26M 1.53%
286,238
+117,321
10
$7.26M 1.53%
52,512
+23,999
11
$7.19M 1.51%
167,496
+49,159
12
$6.59M 1.39%
59,496
+21,570
13
$6.33M 1.33%
72,579
+15,143
14
$6.32M 1.33%
39,241
+12,164
15
$6.26M 1.32%
81,707
+32,201
16
$6.22M 1.31%
352,059
+117,588
17
$6.17M 1.3%
74,120
+29,656
18
$5.85M 1.23%
76,769
+27,249
19
$5.79M 1.22%
113,557
+30,823
20
$5.63M 1.18%
50,848
+21,016
21
$5.51M 1.16%
70,637
+26,657
22
$5.32M 1.12%
94,212
-23,564
23
$5.3M 1.12%
+117,385
24
$5.23M 1.1%
33,506
+14,009
25
$5.15M 1.08%
30,769
+6,224
1
2 3 4 5