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
476
$236K 0.02%
+6,207
477
$236K 0.02%
+5,970
478
$236K 0.02%
+10,541
479
$235K 0.02%
+7,750
480
$235K 0.02%
+9,686
481
$233K 0.02%
+12,498
482
$232K 0.02%
+1,263
483
$232K 0.02%
+2,860
484
$232K 0.02%
+1,130
485
$230K 0.02%
+21,147
486
$230K 0.02%
+1,123
487
$229K 0.02%
+945
488
$228K 0.02%
+6,699
489
$225K 0.02%
+8,750
490
$225K 0.02%
+245
491
$223K 0.02%
+1,325
492
$222K 0.02%
+1,379
493
$222K 0.02%
+702
494
$222K 0.02%
+2,908
495
$221K 0.02%
+2,424
496
$221K 0.02%
+712
497
$220K 0.02%
+11,225
498
$219K 0.02%
+2,743
499
$218K 0.02%
+5,387
500
$217K 0.02%
+3,225
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