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
401
$325K 0.03%
1,226
+117
402
$323K 0.03%
1,608
+1
403
$321K 0.03%
13,050
+900
404
$321K 0.03%
6,658
+12
405
$320K 0.03%
+4,905
406
$319K 0.03%
3,962
+12
407
$318K 0.03%
7,488
-2,003
408
$318K 0.03%
10,741
+8
409
$317K 0.03%
550
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410
$313K 0.03%
7,210
+334
411
$312K 0.03%
9,331
+487
412
$312K 0.03%
1,151
+29
413
$312K 0.03%
17,100
+3,000
414
$312K 0.03%
1,736
-123
415
$311K 0.03%
4,111
+1,202
416
$311K 0.03%
15,276
-1,226
417
$310K 0.03%
2,076
+19
418
$310K 0.03%
860
+23
419
$308K 0.03%
5,025
420
$307K 0.03%
3,074
421
$307K 0.03%
4,455
+357
422
$305K 0.03%
11,469
423
$303K 0.03%
5,589
+1,273
424
$302K 0.03%
11,750
+1,300
425
$301K 0.03%
796
+126
15 16
17
18 19