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
476
$231K 0.02%
3,853
-110
477
$231K 0.02%
1,863
+57
478
$231K 0.02%
3,678
+2
479
$231K 0.02%
+3,981
480
$230K 0.02%
6,459
-1,909
481
$230K 0.02%
+3,778
482
$229K 0.02%
21,147
483
$229K 0.02%
3,412
+100
484
$229K 0.02%
3,730
485
$228K 0.02%
4,222
486
$224K 0.02%
1,425
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487
$224K 0.02%
3,309
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488
$222K 0.02%
+2,706
489
$221K 0.02%
7,557
-193
490
$221K 0.02%
3,583
-1,100
491
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1,130
492
$221K 0.02%
5,960
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493
$219K 0.02%
12,798
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494
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11,900
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495
$218K 0.02%
5,048
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496
$216K 0.02%
2,623
-909
497
$215K 0.02%
1,307
-25
498
$211K 0.02%
3,284
-19,191
499
$206K 0.02%
2,945
+436
500
$206K 0.02%
1,050
-5,006
18 19
20
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