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
501
$217K 0.02%
+615
502
$215K 0.02%
+1,806
503
$215K 0.02%
+2,509
504
$215K 0.02%
+3,195
505
$211K 0.02%
+2,866
506
$208K 0.02%
+2,446
507
$207K 0.02%
+8,471
508
$207K 0.02%
+1,589
509
$207K 0.02%
+9,120
510
$207K 0.02%
+548
511
$206K 0.02%
+3,312
512
$206K 0.02%
+1,332
513
$204K 0.02%
+3,007
514
$203K 0.02%
+2,496
515
$202K 0.02%
+6,608
516
$173K 0.02%
+15,540
517
$143K 0.01%
+36,585
518
$139K 0.01%
+10,199
519
$137K 0.01%
+23,140
520
$135K 0.01%
+2,065
521
$127K 0.01%
+12,409
522
$116K 0.01%
+21,169
523
$93K 0.01%
+11,116
524
$74K 0.01%
+14,707
525
$64K 0.01%
+10,259
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