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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 0.91%
49,262
+30,155
27
$4.92M 0.9%
+55,691
28
$4.78M 0.88%
57,451
+16,563
29
$4.77M 0.88%
+27,997
30
$4.49M 0.82%
+49,010
31
$4.27M 0.78%
+95,061
32
$4.2M 0.77%
53,434
+28,554
33
$4.03M 0.74%
34,912
+6,986
34
$4.02M 0.74%
+34,036
35
$3.9M 0.72%
+23,312
36
$3.79M 0.69%
+83,339
37
$3.74M 0.69%
+20,290
38
$3.65M 0.67%
+52,138
39
$3.62M 0.66%
+63,406
40
$3.53M 0.65%
+37,230
41
$3.51M 0.64%
+47,122
42
$3.49M 0.64%
21,146
+6,393
43
$3.48M 0.64%
68,685
+24,012
44
$3.47M 0.64%
+57,997
45
$3.42M 0.63%
+106,407
46
$3.39M 0.62%
+62,498
47
$3.31M 0.61%
+98,856
48
$3.31M 0.61%
+36,640
49
$3.3M 0.6%
+60,183
50
$3.25M 0.6%
116,202
+67,443
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