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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 0.86%
+88,058
27
$7.34M 0.83%
+337,889
28
$7.21M 0.82%
+207,625
29
$7.04M 0.8%
+59,170
30
$6.9M 0.78%
137,701
+25,451
31
$6.82M 0.77%
+43,256
32
$6.63M 0.75%
+179,969
33
$6.35M 0.72%
26,346
+24,839
34
$5.97M 0.68%
+109,092
35
$5.95M 0.67%
+82,365
36
$5.76M 0.65%
+27,120
37
$5.64M 0.64%
+31,110
38
$5.63M 0.64%
+59,199
39
$5.54M 0.63%
+47,318
40
$5.51M 0.62%
+130,754
41
$5.14M 0.58%
62,035
+14,561
42
$4.91M 0.56%
+63,808
43
$4.75M 0.54%
40,546
+9,181
44
$4.75M 0.54%
+57,050
45
$4.72M 0.53%
+43,836
46
$4.67M 0.53%
+115,365
47
$4.56M 0.52%
167,400
+116,505
48
$4.55M 0.51%
53,547
+28,369
49
$4.51M 0.51%
+82,171
50
$4.48M 0.51%
+20,876
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