RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
State Street 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
326
$23K ﹤0.01%
+11,260