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
$84.6M
AUM Growth
-$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$59.4K
3
+$25.7K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$18.2K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$9.2K

Top Sells

1
+$29.5M
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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-18,529
277
– –
-3,121
278
– –
-9,771
279
– –
-8,339
280
– –
-6,333
281
– –
-101,273
282
– –
-24,609
283
– –
-2,506
284
– –
-14,979
285
– –
-6,112
286
– –
-63,406
287
– –
-17,656
288
– –
-3,855
289
– –
-40,434
290
– –
-5,228
291
– –
-6,852
292
– –
-10,572
293
– –
-16,213
294
– –
-57,997
295
– –
-128,724
296
– –
-26,154
297
– –
-3,566
298
– –
-23,156
299
– –
-1,830
300
– –
-12,242
10 11
12
13 14