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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$102K 0.03%
907
-500
302
$101K 0.03%
3,325
303
$101K 0.03%
2,248
+446
304
$98K 0.03%
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-613
305
$98K 0.03%
627
-747
306
$97K 0.03%
1,685
+1,347
307
$96K 0.03%
1,508
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308
$96K 0.03%
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-24
309
$95K 0.03%
+1,685
310
$94K 0.03%
3,017
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311
$94K 0.03%
2,812
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312
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313
$93K 0.03%
2,462
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314
$92K 0.03%
2,400
315
$92K 0.03%
1,800
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316
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317
$91K 0.03%
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318
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3,244
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319
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320
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1,115
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321
$89K 0.03%
1,800
322
$88K 0.03%
+648
323
$87K 0.03%
2,150
324
$87K 0.03%
5,910
+651
325
$86K 0.03%
1,337
11 12
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