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
651
$12K ﹤0.01%
236
+176
652
$12K ﹤0.01%
+419
653
$12K ﹤0.01%
250
-88
654
$12K ﹤0.01%
333
655
$12K ﹤0.01%
300
656
$12K ﹤0.01%
200
657
$12K ﹤0.01%
+494
658
$12K ﹤0.01%
400
659
$12K ﹤0.01%
160
-92
660
$12K ﹤0.01%
109
661
$12K ﹤0.01%
200
+75
662
$12K ﹤0.01%
775
663
$12K ﹤0.01%
200
664
$12K ﹤0.01%
299
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665
$12K ﹤0.01%
250
666
$12K ﹤0.01%
335
667
$11K ﹤0.01%
185
668
$11K ﹤0.01%
+200
669
$11K ﹤0.01%
650
-800
670
$11K ﹤0.01%
+4,000
671
$11K ﹤0.01%
300
672
$11K ﹤0.01%
192
-100
673
$11K ﹤0.01%
+72
674
$11K ﹤0.01%
1,000
-500
675
$11K ﹤0.01%
100
25 26
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