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
351
$75K 0.02%
1,133
+159
352
$75K 0.02%
6,102
-1
353
$73K 0.02%
1,750
-345
354
$72K 0.02%
+1,107
355
$72K 0.02%
1,990
+1,890
356
$70K 0.02%
1,376
+926
357
$69K 0.02%
3,400
358
$69K 0.02%
2,688
+2,648
359
$69K 0.02%
3,656
-12
360
$68K 0.02%
1,350
361
$68K 0.02%
+270
362
$68K 0.02%
6,888
363
$68K 0.02%
+1,094
364
$67K 0.02%
+898
365
$67K 0.02%
+766
366
$67K 0.02%
+924
367
$67K 0.02%
+792
368
$66K 0.02%
+591
369
$66K 0.02%
5,981
+955
370
$66K 0.02%
986
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371
$65K 0.02%
+1,195
372
$65K 0.02%
661
-496
373
$65K 0.02%
610
+150
374
$65K 0.02%
1,479
+1,467
375
$65K 0.02%
+662
13 14
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