RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
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-22,032
30
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-71,410
31
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-14,885
32
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-7,639
33
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34
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-5,766
35
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-1,051
36
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-2,557
37
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-21,371
38
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-12,288
39
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-17,704
40
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-59,170
41
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-1,531
42
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-12,724
43
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-7,228
44
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-39,912
45
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-5,999
46
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-2,327
47
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-3,926
48
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-70,860
49
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-10,400
50
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-3,109
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