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
251
$614K 0.07%
+26,958
252
$610K 0.07%
+2,870
253
$608K 0.07%
+7,042
254
$605K 0.07%
+2,826
255
$605K 0.07%
+23,860
256
$605K 0.07%
+2,259
257
$597K 0.07%
+1,640
258
$593K 0.07%
+6,159
259
$590K 0.07%
+41,617
260
$580K 0.07%
+3,186
261
$575K 0.07%
+2,920
262
$574K 0.06%
+2,103
263
$568K 0.06%
+13,170
264
$565K 0.06%
+22,714
265
$565K 0.06%
+7,328
266
$564K 0.06%
+6,769
267
$562K 0.06%
+6,847
268
$562K 0.06%
+11,574
269
$552K 0.06%
+5,054
270
$546K 0.06%
+5,592
271
$544K 0.06%
+13,144
272
$542K 0.06%
+7,573
273
$540K 0.06%
+36,763
274
$538K 0.06%
+32,103
275
$537K 0.06%
+33,103
9 10
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