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
351
$438K 0.04%
+10,850
352
$435K 0.04%
+6,492
353
$432K 0.04%
+1,585
354
$424K 0.04%
+5,547
355
$420K 0.04%
+12,445
356
$415K 0.04%
+6,507
357
$413K 0.04%
+4,026
358
$413K 0.04%
+12,690
359
$410K 0.04%
+5,193
360
$405K 0.04%
+18,287
361
$405K 0.04%
+13,050
362
$401K 0.04%
+3,637
363
$401K 0.04%
+22,196
364
$396K 0.04%
+4,226
365
$395K 0.04%
+3,983
366
$391K 0.04%
+23,671
367
$382K 0.04%
+3,109
368
$381K 0.04%
+27,979
369
$381K 0.04%
+8,649
370
$378K 0.04%
+9,506
371
$373K 0.04%
+5,818
372
$367K 0.04%
+2,905
373
$363K 0.04%
+9,491
374
$362K 0.04%
+14,149
375
$360K 0.04%
+25,215
13 14
15
16 17