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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$697K 0.08%
+13,962
227
$697K 0.08%
+1,942
228
$692K 0.08%
+3,329
229
$686K 0.08%
+1,246
230
$685K 0.08%
+6,256
231
$682K 0.08%
+5,172
232
$682K 0.08%
+14,170
233
$682K 0.08%
+1,103
234
$675K 0.08%
+5,947
235
$671K 0.08%
+20,285
236
$669K 0.08%
+2,582
237
$665K 0.08%
+3,947
238
$665K 0.08%
12,253
+542
239
$653K 0.07%
+13,275
240
$649K 0.07%
+32,703
241
$646K 0.07%
+10,298
242
$643K 0.07%
+23,200
243
$642K 0.07%
+1,897
244
$638K 0.07%
+11,304
245
$637K 0.07%
+31,731
246
$635K 0.07%
+10,325
247
$634K 0.07%
+6,330
248
$630K 0.07%
+2,510
249
$628K 0.07%
+12,288
250
$614K 0.07%
+2,838
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