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
376
$65K 0.02%
1,462
+2
377
$65K 0.02%
+829
378
$65K 0.02%
721
+716
379
$65K 0.02%
1,100
+1,000
380
$64K 0.02%
+1,675
381
$64K 0.02%
+448
382
$64K 0.02%
2,541
-107
383
$64K 0.02%
850
-40
384
$62K 0.02%
+951
385
$62K 0.02%
2,700
386
$62K 0.02%
2,999
387
$60K 0.02%
1,960
388
$60K 0.02%
1,950
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389
$58K 0.02%
1,300
390
$58K 0.02%
1,144
+12
391
$57K 0.02%
1,267
-18
392
$57K 0.02%
816
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393
$57K 0.02%
1,027
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394
$57K 0.02%
2,500
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$56K 0.02%
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396
$55K 0.02%
1,266
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397
$55K 0.02%
2,119
398
$55K 0.02%
552
+333
399
$55K 0.02%
1,126
-1,068
400
$55K 0.02%
749
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14 15
16
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