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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$885K 0.09%
22,565
+13,059
252
$882K 0.09%
8,131
+282
253
$880K 0.09%
5,722
+1,518
254
$878K 0.09%
2,526
+16
255
$867K 0.08%
15,400
-549
256
$866K 0.08%
5,777
-457
257
$866K 0.08%
6,161
-574
258
$865K 0.08%
41,076
-752
259
$859K 0.08%
51,342
+15,069
260
$851K 0.08%
56,633
+2,919
261
$842K 0.08%
7,130
+1,145
262
$838K 0.08%
8,512
+1,757
263
$825K 0.08%
5,678
+101
264
$818K 0.08%
15,855
+4,634
265
$807K 0.08%
15,501
-1,562
266
$804K 0.08%
16,006
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267
$797K 0.08%
+1,280
268
$795K 0.08%
28,087
+5,064
269
$788K 0.08%
5,442
+1,567
270
$782K 0.08%
21,643
+6,712
271
$777K 0.08%
+9,172
272
$772K 0.07%
1,923
-3
273
$770K 0.07%
2,002
-198
274
$770K 0.07%
8,838
+33
275
$766K 0.07%
25,612
+75
9 10
11
12 13