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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$980K 0.1%
+7,387
227
$978K 0.1%
+12,577
228
$965K 0.1%
+14,020
229
$961K 0.1%
+6,735
230
$957K 0.1%
+4,224
231
$951K 0.1%
+49,167
232
$942K 0.09%
+17,175
233
$940K 0.09%
+6,234
234
$939K 0.09%
+38,336
235
$937K 0.09%
+31,291
236
$925K 0.09%
+6,728
237
$919K 0.09%
+26,649
238
$919K 0.09%
+17,063
239
$916K 0.09%
+2,510
240
$909K 0.09%
+15,949
241
$904K 0.09%
+26,202
242
$900K 0.09%
+14,238
243
$879K 0.09%
+13,653
244
$870K 0.09%
+38,172
245
$862K 0.09%
+5,577
246
$858K 0.09%
+14,980
247
$857K 0.09%
+4,204
248
$844K 0.08%
+34,835
249
$839K 0.08%
+7,849
250
$838K 0.08%
+25,537
8 9
10
11 12