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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240K 0.04%
+33,456
277
$239K 0.04%
+10,572
278
$239K 0.04%
+8,930
279
$238K 0.04%
+17,572
280
$238K 0.04%
+1,661
281
$236K 0.04%
+5,378
282
$235K 0.04%
+4,260
283
$234K 0.04%
+7,517
284
$227K 0.04%
+4,220
285
$227K 0.04%
+2,228
286
$226K 0.04%
+25,031
287
$226K 0.04%
+3,660
288
$226K 0.04%
+4,461
289
$225K 0.04%
+2,033
290
$225K 0.04%
+31,195
291
$224K 0.04%
+2,629
292
$223K 0.04%
+3,108
293
$222K 0.04%
+14,979
294
$219K 0.04%
+3,855
295
$219K 0.04%
+701
296
$219K 0.04%
+6,426
297
$215K 0.04%
+1,250
298
$215K 0.04%
+3,871
299
$214K 0.04%
+1,006
300
$213K 0.04%
+1,743
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