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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$765K 0.07%
47,710
-1,457
277
$761K 0.07%
13,363
+364
278
$758K 0.07%
3,566
+385
279
$751K 0.07%
13,333
+915
280
$740K 0.07%
11,850
-103
281
$735K 0.07%
28,930
+902
282
$735K 0.07%
26,817
-992
283
$734K 0.07%
6,655
+12
284
$733K 0.07%
6,341
+450
285
$731K 0.07%
10,757
+2,330
286
$728K 0.07%
21,702
-760
287
$719K 0.07%
23,325
+3,369
288
$719K 0.07%
9,094
-294
289
$707K 0.07%
21,148
+543
290
$694K 0.07%
5,450
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291
$693K 0.07%
2,473
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292
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4,115
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293
$690K 0.07%
33,620
-1,215
294
$687K 0.07%
18,730
295
$671K 0.07%
31,731
296
$661K 0.06%
22,050
+154
297
$657K 0.06%
12,960
+1,038
298
$649K 0.06%
8,321
299
$646K 0.06%
41,808
+71
300
$643K 0.06%
8,198
+3,005
10 11
12
13 14