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
326
$368K 0.04%
+3,964
327
$361K 0.04%
+3,498
328
$360K 0.04%
+1,470
329
$359K 0.04%
+3,633
330
$358K 0.04%
+8,595
331
$357K 0.04%
+6,600
332
$356K 0.04%
+5,910
333
$355K 0.04%
+2,776
334
$350K 0.04%
+2,201
335
$347K 0.04%
+1,327
336
$345K 0.04%
+4,875
337
$339K 0.04%
+13,013
338
$339K 0.04%
+3,431
339
$339K 0.04%
+3,301
340
$335K 0.04%
+12,558
341
$333K 0.04%
+1,975
342
$332K 0.04%
+17,704
343
$330K 0.04%
+5,514
344
$328K 0.04%
+4,887
345
$324K 0.04%
+2,935
346
$323K 0.04%
+6,622
347
$321K 0.04%
+3,627
348
$320K 0.04%
+3,982
349
$319K 0.04%
+1,680
350
$317K 0.04%
+2,250
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