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
426
$301K 0.03%
2,658
+23
427
$294K 0.03%
1,252
-280
428
$294K 0.03%
17,468
-160
429
$293K 0.03%
11,475
+2,725
430
$293K 0.03%
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431
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432
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1,325
433
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435
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436
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437
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10,558
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438
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958
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439
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8,025
440
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441
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444
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445
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446
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3,035
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447
$267K 0.03%
8,675
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448
$265K 0.03%
2,857
449
$265K 0.03%
3,698
-61
450
$264K 0.03%
2,232
+102
16 17
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