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
301
$440K 0.05%
+14,553
302
$438K 0.05%
+8,141
303
$435K 0.05%
+7,228
304
$434K 0.05%
+5,954
305
$432K 0.05%
+3,868
306
$427K 0.05%
+14,426
307
$426K 0.05%
+7,498
308
$425K 0.05%
+20,276
309
$422K 0.05%
+7,302
310
$418K 0.05%
+6,101
311
$415K 0.05%
+9,490
312
$415K 0.05%
+4,870
313
$413K 0.05%
+37,228
314
$413K 0.05%
+7,072
315
$412K 0.05%
+10,244
316
$401K 0.05%
+8,776
317
$393K 0.04%
+14,015
318
$391K 0.04%
+14,187
319
$389K 0.04%
+5,296
320
$386K 0.04%
+26,542
321
$383K 0.04%
+4,481
322
$378K 0.04%
+3,109
323
$375K 0.04%
+8,964
324
$372K 0.04%
+6,583
325
$371K 0.04%
+2,116
11 12
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