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
251
$289K 0.05%
+5,235
252
$287K 0.05%
+12,414
253
$286K 0.05%
+6,412
254
$280K 0.05%
+3,797
255
$280K 0.05%
+8,952
256
$278K 0.05%
+8,152
257
$277K 0.05%
+1,390
258
$276K 0.05%
+1,634
259
$275K 0.05%
+26,954
260
$271K 0.05%
+3,990
261
$268K 0.05%
+6,660
262
$267K 0.05%
+2,542
263
$266K 0.05%
+16,400
264
$265K 0.05%
+1,236
265
$256K 0.05%
+10,358
266
$253K 0.05%
+4,396
267
$250K 0.05%
+4,998
268
$248K 0.05%
+3,252
269
$247K 0.05%
+2,205
270
$246K 0.05%
+4,299
271
$244K 0.04%
+7,390
272
$243K 0.04%
+13,159
273
$241K 0.04%
+5,993
274
$241K 0.04%
+8,091
275
$240K 0.04%
+17,152
9 10
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