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
451
$257K 0.03%
+1,869
452
$257K 0.03%
+1,248
453
$256K 0.03%
+46,780
454
$254K 0.03%
+3,702
455
$254K 0.03%
+670
456
$253K 0.03%
+4,316
457
$253K 0.03%
+4,222
458
$252K 0.03%
+1,032
459
$251K 0.03%
+1,160
460
$247K 0.02%
+7,323
461
$246K 0.02%
+7,700
462
$245K 0.02%
+4,092
463
$242K 0.02%
+11,152
464
$242K 0.02%
+6,275
465
$240K 0.02%
+1,934
466
$240K 0.02%
+3,730
467
$240K 0.02%
+3,275
468
$239K 0.02%
+3,825
469
$238K 0.02%
+1,551
470
$238K 0.02%
+3,676
471
$237K 0.02%
+3,963
472
$237K 0.02%
+2,909
473
$237K 0.02%
+8,031
474
$236K 0.02%
+977
475
$236K 0.02%
+5,523
17 18
19
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