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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.59%
+20,519
52
$3.01M 0.55%
84,615
+16,375
53
$2.97M 0.55%
+109,856
54
$2.93M 0.54%
+308,320
55
$2.91M 0.53%
30,430
+8,555
56
$2.86M 0.52%
+23,826
57
$2.83M 0.52%
+17,237
58
$2.66M 0.49%
+48,180
59
$2.62M 0.48%
+11,558
60
$2.6M 0.48%
+17,825
61
$2.58M 0.47%
+64,737
62
$2.57M 0.47%
+18,153
63
$2.49M 0.46%
+29,995
64
$2.41M 0.44%
+12,885
65
$2.2M 0.4%
+40,952
66
$2.18M 0.4%
+102,676
67
$2.17M 0.4%
+20,757
68
$2.15M 0.4%
+16,523
69
$2.15M 0.39%
+42,795
70
$2.14M 0.39%
+20,188
71
$2.1M 0.39%
+26,686
72
$2.02M 0.37%
+15,259
73
$2.01M 0.37%
25,842
+498
74
$1.85M 0.34%
+11,269
75
$1.78M 0.33%
+16,796
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3
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