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
626
$14K ﹤0.01%
210
-130
627
$14K ﹤0.01%
156
628
$14K ﹤0.01%
215
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629
$14K ﹤0.01%
203
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630
$14K ﹤0.01%
810
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$13K ﹤0.01%
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$13K ﹤0.01%
247
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155
634
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635
$13K ﹤0.01%
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636
$13K ﹤0.01%
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637
$13K ﹤0.01%
1,500
638
$13K ﹤0.01%
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639
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$13K ﹤0.01%
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646
$13K ﹤0.01%
150
647
$13K ﹤0.01%
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648
$12K ﹤0.01%
500
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649
$12K ﹤0.01%
131
650
$12K ﹤0.01%
150
24 25
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