RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
451
$201K 0.02%
+1,160
452
$177K 0.02%
+10,567
453
$172K 0.02%
+1,000
454
$169K 0.02%
+17,505
455
$153K 0.02%
+13,956
456
$143K 0.02%
+21,417
457
$136K 0.02%
+23,833
458
$131K 0.01%
+2,062
459
$107K 0.01%
+15,540
460
$83K 0.01%
+10,416
461
$78K 0.01%
+25,607
462
$69K 0.01%
+10,022
463
$56K 0.01%
+10,382
464
$28K ﹤0.01%
+11,260
15 16 17 18
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