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
251
$153K 0.05%
6,100
-400
252
$152K 0.05%
7,616
+1
253
$151K 0.05%
2,214
+93
254
$149K 0.05%
3,113
+1,987
255
$148K 0.04%
1,014
+693
256
$148K 0.04%
+5,810
257
$148K 0.04%
4,490
+326
258
$147K 0.04%
8,303
+5,544
259
$147K 0.04%
2,142
+4
260
$146K 0.04%
1,835
261
$144K 0.04%
2,877
262
$144K 0.04%
3,145
263
$143K 0.04%
+5,762
264
$143K 0.04%
8,140
+1,100
265
$142K 0.04%
1,550
-156
266
$142K 0.04%
+6,645
267
$142K 0.04%
3,700
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268
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2,300
+50
269
$138K 0.04%
4,700
-486
270
$138K 0.04%
2,158
271
$137K 0.04%
2,454
272
$135K 0.04%
3,433
273
$135K 0.04%
+5,229
274
$134K 0.04%
+2,758
275
$131K 0.04%
1,922
-17
9 10
11
12 13