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
$98.7M
AUM Growth
-$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$38.9M
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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-14,553
402
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403
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-28,602
404
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-40,945
405
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-2,853
406
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407
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-36,763
408
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-4,057
409
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-6,583
410
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-9,545
411
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-41,958
412
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-5,122
413
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-8,025
414
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-12,251
415
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-2,920
416
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-1,516
417
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-31,110
418
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-41,617
419
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-8,828
420
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-1,065
421
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-8,374
422
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-14,253
423
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-683
424
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-2,070
425
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-7,573
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