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
501
$205K 0.02%
1,612
+23
502
$203K 0.02%
+7,443
503
$203K 0.02%
2,775
-91
504
$203K 0.02%
3,639
-453
505
$202K 0.02%
9,392
+272
506
$202K 0.02%
584
+36
507
$202K 0.02%
6,608
508
$202K 0.02%
5,192
-778
509
$200K 0.02%
1,807
-170
510
$200K 0.02%
+506
511
$200K 0.02%
2,579
-413
512
$153K 0.01%
11,199
+1,000
513
$138K 0.01%
14,000
-1,540
514
$133K 0.01%
23,140
515
$126K 0.01%
2,066
+1
516
$118K 0.01%
17,310
+2,603
517
$110K 0.01%
30,585
-6,000
518
$90K 0.01%
11,694
+578
519
$61K 0.01%
16,094
-5,075
520
$43K ﹤0.01%
+15,528
521
– –
-5,258
522
– –
-3,825
523
– –
-1,869
524
– –
-46,780
525
– –
-977
19 20
21
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