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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.67%
28,954
+513
52
$2.54M 0.66%
30,997
+3,245
53
$2.5M 0.65%
50,050
-8,533
54
$2.47M 0.64%
+49,107
55
$2.43M 0.63%
+29,964
56
$2.42M 0.63%
90,142
-13,130
57
$2.39M 0.62%
8,732
-1,226
58
$2.29M 0.6%
15,443
-1,751
59
$2.29M 0.6%
47,890
-19,339
60
$2.27M 0.59%
18,699
-2,810
61
$2.25M 0.59%
41,431
+14,079
62
$2.19M 0.57%
33,221
-4,703
63
$2.19M 0.57%
+198,221
64
$2.16M 0.56%
19,001
-578
65
$2.16M 0.56%
19,097
+357
66
$2.15M 0.56%
204,145
-24,728
67
$2.13M 0.55%
20,850
+124
68
$2.12M 0.55%
88,205
-3,066
69
$1.95M 0.51%
12,203
+1,278
70
$1.91M 0.5%
28,078
-4,121
71
$1.9M 0.5%
14,076
+2,202
72
$1.9M 0.49%
91,397
-11,984
73
$1.81M 0.47%
22,121
-3,417
74
$1.75M 0.46%
15,812
-10,582
75
$1.73M 0.45%
34,598
+1,527
1 2
3
4 5