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
376
$278K 0.03%
+8,103
377
$277K 0.03%
+8,845
378
$276K 0.03%
+10,438
379
$276K 0.03%
+3,785
380
$272K 0.03%
+8,199
381
$271K 0.03%
+3,276
382
$269K 0.03%
+22,976
383
$269K 0.03%
+8,401
384
$269K 0.03%
+1,531
385
$268K 0.03%
+7,637
386
$268K 0.03%
+495
387
$267K 0.03%
+8,828
388
$262K 0.03%
+683
389
$262K 0.03%
+1,916
390
$260K 0.03%
+8,025
391
$260K 0.03%
+969
392
$257K 0.03%
+738
393
$255K 0.03%
+9,242
394
$254K 0.03%
+8,287
395
$254K 0.03%
+3,926
396
$254K 0.03%
+10,400
397
$251K 0.03%
+1,897
398
$251K 0.03%
+2,663
399
$249K 0.03%
+5,334
400
$248K 0.03%
+209
14 15
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