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
51
$2.25M 0.68%
139,360
+4,080
52
$2.24M 0.68%
48,744
+590
53
$2.22M 0.67%
109,232
+13,410
54
$2.14M 0.65%
26,765
-1,156
55
$2.13M 0.64%
27,935
+1,421
56
$2.09M 0.63%
183,972
+13,966
57
$2.03M 0.61%
19,058
+733
58
$2M 0.61%
51,231
+1,598
59
$1.99M 0.6%
16,185
-287
60
$1.98M 0.6%
85,014
+5,113
61
$1.93M 0.58%
18,981
+18,767
62
$1.9M 0.57%
17,918
-691
63
$1.83M 0.55%
15,743
+10,597
64
$1.78M 0.54%
18,795
+1,836
65
$1.77M 0.53%
26,799
+1,114
66
$1.76M 0.53%
18,340
-300
67
$1.75M 0.53%
59,629
+1,376
68
$1.64M 0.5%
50,570
+48,570
69
$1.62M 0.49%
18,135
-609
70
$1.52M 0.46%
24,990
71
$1.51M 0.46%
12,836
-187
72
$1.43M 0.43%
28,866
-69
73
$1.43M 0.43%
1,232
+1,134
74
$1.35M 0.41%
58,367
-1,131
75
$1.29M 0.39%
15,915
+2,983
1 2
3
4 5