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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$27K 0.01%
600
502
$27K 0.01%
5,540
503
$27K 0.01%
400
504
$27K 0.01%
600
505
$27K 0.01%
1,665
+59
506
$27K 0.01%
200
507
$27K 0.01%
+187
508
$27K 0.01%
5,000
509
$27K 0.01%
+452
510
$27K 0.01%
3,000
-487
511
$27K 0.01%
284
-1,142
512
$27K 0.01%
1,000
513
$27K 0.01%
191
-30
514
$26K 0.01%
200
515
$26K 0.01%
324
+84
516
$26K 0.01%
+900
517
$26K 0.01%
610
518
$26K 0.01%
+592
519
$26K 0.01%
441
520
$26K 0.01%
3,245
521
$25K 0.01%
810
522
$25K 0.01%
3,000
523
$25K 0.01%
6
+2
524
$24K 0.01%
466
525
$24K 0.01%
207
19 20
21
22 23