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
701
$10K ﹤0.01%
400
702
$10K ﹤0.01%
+1,090
703
$10K ﹤0.01%
6,365
704
$9K ﹤0.01%
200
-3,665
705
$9K ﹤0.01%
200
706
$9K ﹤0.01%
300
707
$9K ﹤0.01%
200
708
$9K ﹤0.01%
+75
709
$9K ﹤0.01%
131
+72
710
$9K ﹤0.01%
+170
711
$9K ﹤0.01%
300
-600
712
$9K ﹤0.01%
114
713
$9K ﹤0.01%
260
714
$9K ﹤0.01%
500
715
$9K ﹤0.01%
154
-7
716
$9K ﹤0.01%
285
717
$9K ﹤0.01%
980
718
$9K ﹤0.01%
42
719
$9K ﹤0.01%
337
-76
720
$9K ﹤0.01%
70
721
$9K ﹤0.01%
80
722
$9K ﹤0.01%
300
723
$9K ﹤0.01%
3,290
724
$9K ﹤0.01%
210
-20
725
$8K ﹤0.01%
500
27 28
29
30 31