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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 0.87%
+50,700
27
$8.16M 0.82%
150,301
+40,376
28
$8.14M 0.82%
+84,574
29
$7.75M 0.78%
+140,448
30
$7.69M 0.77%
+208,404
31
$7.29M 0.73%
+335,585
32
$7.02M 0.7%
+160,801
33
$6.43M 0.64%
+119,874
34
$6.14M 0.62%
+71,465
35
$6.13M 0.61%
+134,691
36
$5.92M 0.59%
+24,180
37
$5.88M 0.59%
221,141
+167,451
38
$5.86M 0.59%
+55,323
39
$5.7M 0.57%
+48,672
40
$5.7M 0.57%
+61,092
41
$5.66M 0.57%
+144,483
42
$5.49M 0.55%
+83,604
43
$5.49M 0.55%
+115,842
44
$5.45M 0.55%
53,510
+26,792
45
$5.33M 0.53%
+23,908
46
$5.31M 0.53%
64,604
+14,192
47
$5.17M 0.52%
+258,680
48
$5.07M 0.51%
+40,827
49
$5.02M 0.5%
42,802
+10,230
50
$4.96M 0.5%
20,970
+6,602
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