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
276
$129K 0.04%
1,528
-16
277
$128K 0.04%
1,436
-498
278
$128K 0.04%
1,061
+209
279
$125K 0.04%
3,618
280
$121K 0.04%
2,139
-288
281
$120K 0.04%
2,035
-5
282
$118K 0.04%
1,496
+316
283
$118K 0.04%
1,073
+679
284
$116K 0.04%
1,121
+175
285
$116K 0.04%
4,040
286
$115K 0.03%
5,205
-3,765
287
$114K 0.03%
3,260
+460
288
$114K 0.03%
3,255
-2,050
289
$113K 0.03%
1,525
290
$113K 0.03%
3,285
-1,718
291
$111K 0.03%
1,736
-170
292
$111K 0.03%
2,000
293
$111K 0.03%
2,250
294
$109K 0.03%
1,200
-1,653
295
$107K 0.03%
+6,441
296
$106K 0.03%
1,386
-55
297
$105K 0.03%
1,657
298
$104K 0.03%
1,132
-2,084
299
$103K 0.03%
2,101
+1
300
$103K 0.03%
4,775
+943
10 11
12
13 14