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
401
$321K 0.03%
+1,962
402
$321K 0.03%
+4,894
403
$321K 0.03%
+4,672
404
$320K 0.03%
+1,801
405
$318K 0.03%
+3,950
406
$318K 0.03%
+8,613
407
$318K 0.03%
+17,600
408
$316K 0.03%
+212
409
$314K 0.03%
+1,123
410
$314K 0.03%
+4,683
411
$313K 0.03%
+2,850
412
$311K 0.03%
+3,074
413
$311K 0.03%
+8,368
414
$311K 0.03%
+17,628
415
$309K 0.03%
+11,469
416
$307K 0.03%
+3,940
417
$305K 0.03%
+2,057
418
$304K 0.03%
+6,876
419
$303K 0.03%
+2,635
420
$303K 0.03%
+6,040
421
$303K 0.03%
+572
422
$300K 0.03%
+1,109
423
$300K 0.03%
+12,150
424
$300K 0.03%
+5,025
425
$298K 0.03%
+10,358
15 16
17
18 19