RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$4.66M
3
+$3.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.21M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.66M

Top Sells

1
+$5.25M
2
+$3.19M
3
+$2.15M
4
WMT icon
Walmart Inc
WMT
+$2.08M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.57M

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
601
$16K ﹤0.01%
1,432
-138
602
$16K ﹤0.01%
300
-800
603
$16K ﹤0.01%
666
604
$16K ﹤0.01%
581
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605
$16K ﹤0.01%
+1,135
606
$16K ﹤0.01%
609
-94
607
$16K ﹤0.01%
900
608
$16K ﹤0.01%
+1,400
609
$15K ﹤0.01%
500
610
$15K ﹤0.01%
708
-100
611
$15K ﹤0.01%
1,269
-121
612
$15K ﹤0.01%
457
613
$15K ﹤0.01%
650
-68,303
614
$15K ﹤0.01%
+800
615
$15K ﹤0.01%
+400
616
$15K ﹤0.01%
208
617
$15K ﹤0.01%
400
618
$15K ﹤0.01%
350
619
$14K ﹤0.01%
1,000
620
$14K ﹤0.01%
288
621
$14K ﹤0.01%
336
622
$14K ﹤0.01%
600
623
$14K ﹤0.01%
+1,000
624
$14K ﹤0.01%
650
625
$14K ﹤0.01%
649
23 24
25
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