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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.94%
59,891
+6,992
27
$3.49M 0.91%
68,650
+14,250
28
$3.45M 0.9%
41,954
-5,239
29
$3.44M 0.9%
20,640
-1,480
30
$3.22M 0.84%
119,407
31
$3.2M 0.83%
38,691
-5,480
32
$3.11M 0.81%
32,564
+6,913
33
$3.1M 0.81%
73,180
+6,149
34
$3.1M 0.81%
24,895
+4,010
35
$3.03M 0.79%
38,039
-6,122
36
$2.98M 0.78%
27,363
+1,103
37
$2.97M 0.78%
80,761
-13,911
38
$2.97M 0.77%
34,245
-5,926
39
$2.92M 0.76%
26,875
-1,256
40
$2.9M 0.76%
21,890
+14,586
41
$2.89M 0.76%
20,265
-541
42
$2.83M 0.74%
87,205
-13,302
43
$2.82M 0.74%
65,406
-9,263
44
$2.77M 0.72%
39,870
-17,507
45
$2.74M 0.72%
30,859
-3,970
46
$2.71M 0.71%
32,251
+12,145
47
$2.65M 0.69%
23,394
-3,696
48
– –
0
49
$2.58M 0.67%
15,736
-2,072
50
$2.56M 0.67%
49,106
+4,981
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