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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.88M 0.86%
54,040
+3,340
27
$8.66M 0.84%
91,948
+7,374
28
$7.85M 0.76%
215,179
+6,775
29
$7.74M 0.75%
154,778
+4,477
30
$7.39M 0.72%
171,800
+27,317
31
$7.26M 0.7%
355,894
+20,309
32
$7.05M 0.68%
139,911
-537
33
$6.61M 0.64%
123,412
+3,538
34
$6.36M 0.62%
143,690
-17,111
35
$6.23M 0.6%
72,940
+1,475
36
$6.15M 0.6%
144,507
+9,816
37
$6.09M 0.59%
57,811
+2,488
38
$5.77M 0.56%
63,013
+1,921
39
$5.75M 0.56%
48,295
-377
40
$5.74M 0.56%
45,766
+4,939
41
$5.69M 0.55%
24,135
-45
42
$5.66M 0.55%
87,776
+4,172
43
$5.62M 0.55%
34,360
+2,796
44
$5.48M 0.53%
66,907
+2,303
45
$5.42M 0.53%
118,385
+2,543
46
$5.42M 0.53%
53,244
-266
47
$5.39M 0.52%
260,010
+1,330
48
$5.28M 0.51%
23,768
-140
49
$5.21M 0.51%
50,459
+10,788
50
$5.13M 0.5%
193,334
-27,807
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