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
426
$221K 0.03%
+5,411
427
$221K 0.03%
+3,700
428
$220K 0.02%
+7,156
429
$220K 0.02%
+13,806
430
$219K 0.02%
+3,127
431
$219K 0.02%
+7,732
432
$215K 0.02%
+2,853
433
$215K 0.02%
+7,708
434
$215K 0.02%
+749
435
$215K 0.02%
+3,192
436
$214K 0.02%
+2,327
437
$214K 0.02%
+13,456
438
$213K 0.02%
+4,005
439
$213K 0.02%
+3,594
440
$210K 0.02%
+8,210
441
$209K 0.02%
+4,182
442
$209K 0.02%
+1,070
443
$207K 0.02%
+2,236
444
$207K 0.02%
+2,135
445
$205K 0.02%
+834
446
$204K 0.02%
+11,029
447
$204K 0.02%
+3,060
448
$204K 0.02%
+911
449
$203K 0.02%
+6,449
450
$201K 0.02%
+1,705
15 16 17
18
19