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
1
$10.6M 15.58%
85,855
-29,400
2
$6.39M 9.39%
191,630
-36,690
3
$5.87M 8.62%
37,463
-1,952
4
$5.75M 8.44%
383,205
+21,489
5
$4.17M 6.13%
16,140
-48,400
6
$3.65M 5.37%
108,876
-17,185
7
$3.36M 4.94%
40,888
-18,945
8
$3.16M 4.64%
27,926
-4,587
9
$2.76M 4.06%
49,244
-27,115
10
$2.18M 3.2%
44,673
-47,966
11
$1.96M 2.88%
68,240
-13,340
12
$1.87M 2.75%
14,753
-5,684
13
$1.81M 2.66%
19,107
-4,017
14
$1.78M 2.62%
25,344
+158
15
$1.78M 2.61%
21,875
-4,691
16
$1.76M 2.59%
55,394
-189,835
17
$1.74M 2.55%
24,880
-39,532
18
$1.37M 2.01%
48,759
-8,470
19
$1.14M 1.67%
16,999
-458
20
$962K 1.41%
19,673
-754
21
$920K 1.35%
11,761
-2,043
22
$866K 1.27%
28,003
+493
23
$753K 1.11%
35,254
+540
24
$568K 0.83%
20,774
+336
25
$429K 0.63%
10,000
-374
1
2 3 4 5