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
1
$57.5M 5.57%
149,737
+4,764
2
$18.5M 1.79%
217,986
+657
3
$18.1M 1.75%
139,125
+291
4
$17.4M 1.68%
424,588
+19,517
5
$16.7M 1.62%
172,051
-1,258
6
$16.7M 1.61%
103,076
+3,447
7
$16.6M 1.61%
43,349
-575
8
$16.1M 1.56%
66,984
+1,260
9
$16M 1.55%
152,058
+2,848
10
$15.8M 1.53%
210,826
-736
11
$15.5M 1.5%
58,236
+6,282
12
$14.7M 1.42%
481,830
-71,988
13
$14.1M 1.37%
195,942
+5,324
14
$13.4M 1.29%
75,646
+3,558
15
$12.6M 1.22%
83,195
+3,730
16
$12.3M 1.19%
487,485
+31,431
17
$11.1M 1.08%
131,480
-10,918
18
$11.1M 1.08%
265,434
-16,506
19
$11.1M 1.07%
73,026
-1,124
20
$10.8M 1.05%
114,388
+1,823
21
$10.8M 1.05%
142,052
-5,469
22
$10.6M 1.02%
177,192
+74,710
23
$10.4M 1.01%
48,714
+2,940
24
$10.1M 0.98%
105,367
+2,597
25
$10M 0.97%
92,628
-1,151
1
2 3 4 5