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
451
$264K 0.03%
2,597
+6
452
$263K 0.03%
+4,712
453
$261K 0.03%
1,012
-111
454
$260K 0.03%
3,310
+35
455
$259K 0.03%
1,239
+1
456
$259K 0.03%
5,510
+213
457
$258K 0.03%
+7,227
458
$257K 0.02%
767
+152
459
$257K 0.02%
+2,300
460
$256K 0.02%
+5,325
461
$253K 0.02%
4,185
-487
462
$251K 0.02%
3,705
+3
463
$250K 0.02%
12,375
-100
464
$246K 0.02%
15,600
-2,000
465
$245K 0.02%
21,736
-460
466
$244K 0.02%
930
-348
467
$244K 0.02%
5,467
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468
$243K 0.02%
9,636
-50
469
$239K 0.02%
11,122
-30
470
$239K 0.02%
3,137
+229
471
$238K 0.02%
+1,087
472
$236K 0.02%
2,860
473
$235K 0.02%
+9,200
474
$234K 0.02%
+4,514
475
$232K 0.02%
2,837
+413
17 18
19
20 21