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
676
$11K ﹤0.01%
278
677
$11K ﹤0.01%
+600
678
$11K ﹤0.01%
310
-24
679
$11K ﹤0.01%
215
680
$11K ﹤0.01%
295
681
$11K ﹤0.01%
170
-30
682
$11K ﹤0.01%
2,308
683
$11K ﹤0.01%
+3,000
684
$11K ﹤0.01%
500
685
$10K ﹤0.01%
726
686
$10K ﹤0.01%
200
687
$10K ﹤0.01%
225
688
$10K ﹤0.01%
176
689
$10K ﹤0.01%
378
690
$10K ﹤0.01%
200
691
$10K ﹤0.01%
550
+61
692
$10K ﹤0.01%
494
693
$10K ﹤0.01%
180
694
$10K ﹤0.01%
300
695
$10K ﹤0.01%
56
-138
696
$10K ﹤0.01%
+89
697
$10K ﹤0.01%
172
698
$10K ﹤0.01%
249
699
$10K ﹤0.01%
67
700
$10K ﹤0.01%
96
-31
26 27
28
29 30