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
301
$614K 0.06%
+4,423
302
$608K 0.06%
+11,221
303
$605K 0.06%
+11,922
304
$599K 0.06%
9,776
+528
305
$593K 0.06%
+5,795
306
$584K 0.06%
+3,633
307
$583K 0.06%
+5,530
308
$582K 0.06%
+26,998
309
$578K 0.06%
+31,731
310
$568K 0.06%
+10,405
311
$565K 0.06%
+5,750
312
$565K 0.06%
+7,872
313
$563K 0.06%
+18,650
314
$560K 0.06%
+3,875
315
$559K 0.06%
+6,755
316
$547K 0.05%
+10,507
317
$547K 0.05%
+19,724
318
$542K 0.05%
+14,931
319
$538K 0.05%
+2,346
320
$538K 0.05%
+22,424
321
$517K 0.05%
+2,200
322
$517K 0.05%
+8,660
323
$515K 0.05%
+1,725
324
$513K 0.05%
+9,995
325
$510K 0.05%
+14,100
11 12
13
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