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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$187K 0.06%
+1,944
227
$186K 0.06%
852
+518
228
$184K 0.06%
4,164
-108
229
$180K 0.05%
3,500
+1,984
230
$178K 0.05%
3,310
-30
231
$176K 0.05%
4,907
+1,219
232
$176K 0.05%
4,676
+1,940
233
$176K 0.05%
1,624
+1,002
234
$176K 0.05%
12,029
-4,920
235
$174K 0.05%
3,085
+1,995
236
$170K 0.05%
1,299
+260
237
$170K 0.05%
1,970
+1,704
238
$169K 0.05%
3,635
+675
239
$166K 0.05%
5,802
+498
240
$165K 0.05%
1,962
+1,312
241
$165K 0.05%
1,828
+438
242
$164K 0.05%
1,962
-78
243
$161K 0.05%
1,576
+1,256
244
$160K 0.05%
1,969
+1,332
245
$160K 0.05%
2,465
-120
246
$159K 0.05%
4,188
+4
247
$158K 0.05%
1,879
+11
248
$157K 0.05%
6,817
-199
249
$154K 0.05%
6,874
+4,648
250
$153K 0.05%
6,288
-42
8 9
10
11 12