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
401
$55K 0.02%
1,685
+635
402
$54K 0.02%
5,010
403
$54K 0.02%
2,413
+400
404
$54K 0.02%
700
-300
405
$53K 0.02%
4,000
406
$52K 0.02%
1,204
-7,027
407
$51K 0.02%
430
+10
408
$51K 0.02%
588
-14
409
$51K 0.02%
1,278
+987
410
$50K 0.02%
1,076
+1
411
$50K 0.02%
686
-125
412
$50K 0.02%
500
413
$49K 0.01%
1,120
-196
414
$49K 0.01%
1,528
+100
415
$49K 0.01%
105,640
-11,840
416
$48K 0.01%
3,625
417
$48K 0.01%
1,324
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418
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925
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419
$48K 0.01%
500
420
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711
-16
421
$48K 0.01%
1,153
-15
422
$47K 0.01%
314
423
$47K 0.01%
2,591
-142
424
$46K 0.01%
571
+3
425
$46K 0.01%
882
15 16
17
18 19