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
$84.6M
AUM Growth
-$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$59.4K
3
+$25.7K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$18.2K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$9.2K

Top Sells

1
+$29.5M
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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.49%
9,266
+410
27
$327K 0.39%
1,507
-30,256
28
$200K 0.24%
1,070
-180
29
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-19,234
30
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-42,795
31
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-17,237
32
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-3,867
33
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-3,169
34
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-9,025
35
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-1,279
36
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-10,696
37
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-62,731
38
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-1,661
39
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-13,254
40
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-7,124
41
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-26,686
42
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-48,180
43
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-2,386
44
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-8,249
45
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-20,188
46
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-64,737
47
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-12,400
48
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-31,195
49
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-2,205
50
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-8,982
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