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
326
$86K 0.03%
1,800
+900
327
$85K 0.03%
2,931
+2,306
328
$84K 0.03%
5,186
329
$84K 0.03%
1,637
-400
330
$84K 0.03%
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331
$83K 0.03%
913
332
$83K 0.03%
1,962
-1,363
333
$82K 0.02%
2,576
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334
$82K 0.02%
1,665
-210
335
$81K 0.02%
+1,100
336
$80K 0.02%
1,922
337
$80K 0.02%
1,783
-84
338
$79K 0.02%
2,050
-450
339
$79K 0.02%
2,932
-1,042
340
$79K 0.02%
867
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341
$78K 0.02%
3,264
342
$78K 0.02%
950
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343
$78K 0.02%
2,172
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344
$78K 0.02%
1,829
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345
$78K 0.02%
1,767
346
$78K 0.02%
777
-186
347
$77K 0.02%
605
+103
348
$77K 0.02%
739
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349
$77K 0.02%
590
-3
350
$76K 0.02%
1,440
12 13
14
15 16