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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$717K 0.07%
+22,693
277
$713K 0.07%
+14,152
278
$711K 0.07%
+2,966
279
$695K 0.07%
+20,605
280
$694K 0.07%
+5,985
281
$691K 0.07%
+1,910
282
$685K 0.07%
+8,805
283
$681K 0.07%
+18,730
284
$680K 0.07%
+15,045
285
$678K 0.07%
+19,956
286
$677K 0.07%
+11,812
287
$676K 0.07%
+33,636
288
$666K 0.07%
21,896
+1,924
289
$665K 0.07%
+10,655
290
$661K 0.07%
+36,273
291
$656K 0.07%
+8,321
292
$652K 0.07%
+8,427
293
$651K 0.07%
+41,737
294
$650K 0.07%
+5,163
295
$648K 0.07%
+6,475
296
$648K 0.07%
+6,755
297
$644K 0.06%
+5,891
298
$642K 0.06%
+17,307
299
$641K 0.06%
+2,211
300
$623K 0.06%
+4,218
10 11
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