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
551
$21K 0.01%
425
552
$20K 0.01%
1,428
+2
553
$20K 0.01%
300
-1,000
554
$20K 0.01%
316
+29
555
$20K 0.01%
165
+1
556
$20K 0.01%
214
557
$20K 0.01%
304
-51
558
$19K 0.01%
300
559
$19K 0.01%
600
560
$19K 0.01%
+190
561
$19K 0.01%
121
-119
562
$19K 0.01%
50
-214
563
$19K 0.01%
280
+1
564
$19K 0.01%
517
-50
565
$19K 0.01%
525
+220
566
$19K 0.01%
416
567
$19K 0.01%
484
568
$19K 0.01%
915
569
$19K 0.01%
218
570
$18K 0.01%
462
+21
571
$18K 0.01%
2,500
572
$18K 0.01%
790
573
$18K 0.01%
475
574
$18K 0.01%
280
-46
575
$18K 0.01%
932
-1,043
21 22
23
24 25