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
351
$316K 0.04%
+11,123
352
$314K 0.04%
+16,400
353
$314K 0.04%
+24,895
354
$314K 0.04%
+15,328
355
$311K 0.04%
+809
356
$309K 0.03%
+5,058
357
$308K 0.03%
+5,762
358
$306K 0.03%
+2,320
359
$303K 0.03%
+1,869
360
$302K 0.03%
+6,355
361
$301K 0.03%
+10,209
362
$298K 0.03%
+2,248
363
$296K 0.03%
+2,275
364
$296K 0.03%
+3,633
365
$295K 0.03%
+1,835
366
$294K 0.03%
+32,428
367
$291K 0.03%
+8,374
368
$291K 0.03%
+876
369
$290K 0.03%
+2,886
370
$288K 0.03%
+4,057
371
$288K 0.03%
+1,414
372
$288K 0.03%
+1,784
373
$280K 0.03%
+3,084
374
$280K 0.03%
1,322
+252
375
$280K 0.03%
+19,400
13 14
15
16 17