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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 0.86%
49,463
+2,819
27
$2.84M 0.86%
119,109
+5,567
28
$2.83M 0.86%
30,518
+710
29
$2.83M 0.86%
94,551
-2,718
30
$2.77M 0.84%
36,187
+625
31
$2.73M 0.83%
75,586
+5,850
32
$2.72M 0.82%
36,420
+1,390
33
$2.69M 0.81%
50,735
+3,559
34
$2.68M 0.81%
64,432
+4,210
35
$2.66M 0.81%
38,015
+1,249
36
$2.59M 0.78%
31,851
-105
37
$2.56M 0.77%
32,050
+1,642
38
$2.55M 0.77%
36,124
+1,929
39
$2.51M 0.76%
64,455
+3,221
40
$2.51M 0.76%
27,396
+337
41
$2.5M 0.76%
13,799
+371
42
$2.5M 0.75%
56,902
+3,594
43
$2.47M 0.75%
85,695
+3,791
44
$2.42M 0.73%
42,654
+2,933
45
$2.4M 0.72%
95,180
+25,456
46
$2.37M 0.72%
7,217
+386
47
$2.32M 0.7%
32,274
-42,261
48
$2.32M 0.7%
46,942
-504
49
$2.26M 0.68%
27,062
+1,782
50
$2.25M 0.68%
140,401
+6,623
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