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
651
$12K ﹤0.01%
500
-85,883
652
$12K ﹤0.01%
131
653
$12K ﹤0.01%
150
654
$12K ﹤0.01%
236
+176
655
$12K ﹤0.01%
+419
656
$12K ﹤0.01%
250
-88
657
$12K ﹤0.01%
333
658
$12K ﹤0.01%
300
659
$12K ﹤0.01%
200
660
$12K ﹤0.01%
+494
661
$12K ﹤0.01%
400
662
$12K ﹤0.01%
160
-92
663
$12K ﹤0.01%
109
664
$12K ﹤0.01%
200
+75
665
$12K ﹤0.01%
200
666
$12K ﹤0.01%
775
667
$11K ﹤0.01%
185
668
$11K ﹤0.01%
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669
$11K ﹤0.01%
+4,000
670
$11K ﹤0.01%
650
-800
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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