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
401
$248K 0.03%
+1,051
402
$247K 0.03%
+2,070
403
$246K 0.03%
+1,302
404
$244K 0.03%
+6,772
405
$243K 0.03%
+5,774
406
$243K 0.03%
+8,037
407
$242K 0.03%
+14,100
408
$240K 0.03%
+1,132
409
$239K 0.03%
+5,999
410
$239K 0.03%
+2,573
411
$238K 0.03%
+2,279
412
$237K 0.03%
+1,065
413
$237K 0.03%
+6,901
414
$237K 0.03%
+2,557
415
$234K 0.03%
+4,618
416
$232K 0.03%
+1,978
417
$232K 0.03%
+4,031
418
$231K 0.03%
+4,776
419
$230K 0.03%
+9,390
420
$228K 0.03%
+13,740
421
$228K 0.03%
+5,133
422
$227K 0.03%
+4,725
423
$226K 0.03%
+635
424
$224K 0.03%
+1,868
425
$222K 0.03%
+1,670
15 16
17
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