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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.06%
+8,982
227
$335K 0.06%
+3,868
228
$331K 0.06%
+12,019
229
$331K 0.06%
+3,169
230
$328K 0.06%
+3,519
231
$327K 0.06%
+22,900
232
$326K 0.06%
+24,227
233
$325K 0.06%
+8,700
234
$323K 0.06%
+3,868
235
$321K 0.06%
+7,675
236
$315K 0.06%
+5,228
237
$315K 0.06%
+6,520
238
$315K 0.06%
+12,400
239
$312K 0.06%
+8,552
240
$312K 0.06%
+15,691
241
$312K 0.06%
+12,116
242
$298K 0.05%
+9,843
243
$298K 0.05%
+3,410
244
$298K 0.05%
+6,939
245
$296K 0.05%
+8,012
246
$294K 0.05%
+727
247
$293K 0.05%
+5,823
248
$293K 0.05%
+17,248
249
$290K 0.05%
+6,333
250
$290K 0.05%
+11,618
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