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
426
$294K 0.03%
+8,844
427
$294K 0.03%
+3,532
428
$291K 0.03%
+4,305
429
$289K 0.03%
+837
430
$287K 0.03%
+4,098
431
$286K 0.03%
+5,757
432
$286K 0.03%
+2,992
433
$283K 0.03%
+536
434
$279K 0.03%
+5,297
435
$277K 0.03%
+1,238
436
$277K 0.03%
+1,119
437
$276K 0.03%
+4,464
438
$275K 0.03%
+8,025
439
$275K 0.03%
+3,759
440
$272K 0.03%
+1,122
441
$270K 0.03%
+10,450
442
$268K 0.03%
+2,591
443
$268K 0.03%
+3,018
444
$265K 0.03%
+2,130
445
$265K 0.03%
+6,520
446
$264K 0.03%
+1,278
447
$264K 0.03%
+12,475
448
$260K 0.03%
+1,565
449
$259K 0.03%
+1,977
450
$258K 0.03%
+2,857
16 17
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