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
$98.7M
AUM Growth
-$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$38.9M
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

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
$512K 0.52%
9,248
-541
27
$366K 0.37%
1,507
-24,839
28
$239K 0.24%
1,070
-252
29
– –
-7,639
30
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-4,280
31
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-5,766
32
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-1,051
33
– –
-2,557
34
– –
-21,371
35
– –
-12,288
36
– –
-17,704
37
– –
-59,170
38
– –
-1,531
39
– –
-12,724
40
– –
-7,228
41
– –
-39,912
42
– –
-6,600
43
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-59,876
44
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-5,999
45
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-2,327
46
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-3,926
47
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-8,037
48
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-19,165
49
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-70,860
50
– –
-10,400
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