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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$537K 0.06%
+19,206
277
$535K 0.06%
+3,528
278
$529K 0.06%
+4,280
279
$527K 0.06%
+1,816
280
$515K 0.06%
+22,959
281
$511K 0.06%
+42,534
282
$509K 0.06%
+18,240
283
$508K 0.06%
+37,147
284
$506K 0.06%
+1,540
285
$505K 0.06%
9,789
+523
286
$501K 0.06%
+9,561
287
$499K 0.06%
+2,160
288
$496K 0.06%
+5,739
289
$494K 0.06%
+9,279
290
$493K 0.06%
+7,626
291
$491K 0.06%
+1,890
292
$487K 0.06%
+10,665
293
$474K 0.05%
+8,106
294
$464K 0.05%
+1,516
295
$459K 0.05%
+7,968
296
$457K 0.05%
+9,099
297
$451K 0.05%
+5,544
298
$451K 0.05%
+16,603
299
$450K 0.05%
+11,881
300
$443K 0.05%
+8,685
10 11
12
13 14