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
251
$824K 0.08%
+22,469
252
$823K 0.08%
+53,714
253
$822K 0.08%
+10,738
254
$818K 0.08%
+13,874
255
$818K 0.08%
+41,828
256
$781K 0.08%
+23,023
257
$779K 0.08%
+21,214
258
$776K 0.08%
+3,087
259
$775K 0.08%
+3,181
260
$773K 0.08%
+9,388
261
$768K 0.08%
+1,926
262
$767K 0.08%
+27,809
263
$764K 0.08%
+6,778
264
$760K 0.08%
+11,953
265
$758K 0.08%
+2,188
266
$753K 0.08%
+22,462
267
$748K 0.08%
+2,058
268
$744K 0.07%
+8,215
269
$743K 0.07%
+6,643
270
$743K 0.07%
+6,101
271
$742K 0.07%
+12,999
272
$726K 0.07%
+1,842
273
$725K 0.07%
+12,238
274
$725K 0.07%
12,418
+399
275
$722K 0.07%
+28,028
9 10
11
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