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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.04%
218
+6
377
$368K 0.04%
3,034
+129
378
$366K 0.04%
5,404
+1,099
379
$363K 0.04%
4,540
+600
380
$361K 0.04%
16,330
-1,957
381
$360K 0.03%
14,440
+291
382
$358K 0.03%
1,482
+1
383
$358K 0.03%
15,030
+6,559
384
$356K 0.03%
1,619
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385
$354K 0.03%
15,273
+1,094
386
$353K 0.03%
5,636
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387
$353K 0.03%
863
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388
$353K 0.03%
3,154
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389
$352K 0.03%
3,109
390
$351K 0.03%
1,603
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391
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392
$348K 0.03%
675
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393
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1,099
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394
$340K 0.03%
9,396
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395
$338K 0.03%
1,861
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396
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2,973
-664
397
$330K 0.03%
2,111
+75
398
$327K 0.03%
685
-291
399
$327K 0.03%
3,195
+2
400
$327K 0.03%
8,354
-259
14 15
16
17 18