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
326
$507K 0.05%
+8,884
327
$505K 0.05%
+5,506
328
$500K 0.05%
+15,595
329
$496K 0.05%
+5,759
330
$495K 0.05%
+1,434
331
$494K 0.05%
+34,364
332
$493K 0.05%
+9,908
333
$485K 0.05%
+1,644
334
$485K 0.05%
+10,180
335
$485K 0.05%
+19,845
336
$485K 0.05%
+1,056
337
$480K 0.05%
+3,868
338
$480K 0.05%
+7,315
339
$475K 0.05%
+14,326
340
$475K 0.05%
+7,500
341
$474K 0.05%
+9,420
342
$473K 0.05%
+3,142
343
$468K 0.05%
+6,499
344
$467K 0.05%
+9,374
345
$466K 0.05%
+6,358
346
$455K 0.05%
+976
347
$455K 0.05%
+5,298
348
$455K 0.05%
+3,003
349
$451K 0.05%
+2,057
350
$442K 0.04%
+2,267
12 13
14
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