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
301
$636K 0.06%
6,111
+10
302
$628K 0.06%
3,547
-86
303
$623K 0.06%
7,304
+2,006
304
$620K 0.06%
2,817
-149
305
$616K 0.06%
6,155
-320
306
$606K 0.06%
10,331
+555
307
$605K 0.06%
4,162
-56
308
$595K 0.06%
18,299
+992
309
$591K 0.06%
1,846
+202
310
$589K 0.06%
7,380
+2,916
311
$584K 0.06%
1,832
-10
312
$581K 0.06%
15,506
+1,354
313
$577K 0.06%
5,893
+98
314
$576K 0.06%
29,073
+2,075
315
$576K 0.06%
11,144
+637
316
$574K 0.06%
10,410
+5
317
$572K 0.06%
7,864
-8
318
$566K 0.05%
17,686
-964
319
$551K 0.05%
2,383
+37
320
$550K 0.05%
5,462
-68
321
$543K 0.05%
20,014
+290
322
$536K 0.05%
5,506
323
$535K 0.05%
13,712
+2,862
324
$529K 0.05%
11,078
+1,170
325
$529K 0.05%
5,847
+97
11 12
13
14 15