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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.06%
5,511
-914
227
$243K 0.06%
2,117
-97
228
$242K 0.06%
8,027
+248
229
$237K 0.06%
+1,338
230
$237K 0.06%
18,928
+4,847
231
$236K 0.06%
2,933
+200
232
$235K 0.06%
3,977
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233
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234
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235
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236
$234K 0.06%
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237
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238
$227K 0.06%
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239
$226K 0.06%
2,599
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240
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15,377
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241
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+7,273
242
$219K 0.06%
6,563
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243
$219K 0.06%
28,920
-6,568
244
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+2,714
245
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+2,388
246
$205K 0.05%
5,790
-199
247
$203K 0.05%
+10,253
248
$202K 0.05%
+8,200
249
– –
0
250
$201K 0.05%
+1,201
8 9
10
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