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
376
$359K 0.04%
1,481
+411
377
$357K 0.04%
+4,313
378
$355K 0.04%
+1,532
379
$353K 0.04%
+8,165
380
$352K 0.04%
+3,112
381
$351K 0.04%
+5,762
382
$348K 0.03%
+594
383
$342K 0.03%
+9,290
384
$341K 0.03%
+1,689
385
$340K 0.03%
+16,502
386
$340K 0.03%
+5,370
387
$339K 0.03%
+14,179
388
$337K 0.03%
+1,561
389
$336K 0.03%
+63,722
390
$334K 0.03%
+804
391
$332K 0.03%
+1,859
392
$328K 0.03%
+15,269
393
$328K 0.03%
+5,958
394
$325K 0.03%
+5,568
395
$323K 0.03%
+2,036
396
$323K 0.03%
+1,607
397
$322K 0.03%
+6,646
398
$322K 0.03%
+3,193
399
$322K 0.03%
+5,258
400
$321K 0.03%
+10,733
14 15
16
17 18