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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
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

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$213K 0.04%
+482
302
$211K 0.04%
+8,249
303
$210K 0.04%
+834
304
$210K 0.04%
+13,994
305
$209K 0.04%
+2,386
306
$207K 0.04%
+6,274
307
$206K 0.04%
+1,830
308
$206K 0.04%
+2,567
309
$206K 0.04%
+3,747
310
$205K 0.04%
+1,252
311
$205K 0.04%
+2,493
312
$204K 0.04%
+5,977
313
$201K 0.04%
+1,705
314
$197K 0.04%
+15,303
315
$167K 0.03%
+2,851
316
$150K 0.03%
+16,227
317
$141K 0.03%
+14,438
318
$130K 0.02%
+23,833
319
$115K 0.02%
+16,425
320
$115K 0.02%
+21,346
321
$98K 0.02%
+15,095
322
$74K 0.01%
+16,940
323
$68K 0.01%
+10,384
324
$63K 0.01%
+11,933
325
$55K 0.01%
+10,765
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