RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.51M
3
+$2.28M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.86M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.41M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
RSX
VanEck Russia ETF
RSX
+$1.29M
5
WCC icon
WESCO International
WCC
+$1.23M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,444
277
– –
-60,972
278
– –
-46,688
279
– –
0
8 9 10 11
12