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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.5%
20,689
+5,836
52
$4.38M 0.5%
+63,445
53
$4.38M 0.49%
+109,856
54
$4.16M 0.47%
+21,371
55
$4.13M 0.47%
+32,509
56
$4.08M 0.46%
+22,895
57
$3.99M 0.45%
+72,683
58
$3.83M 0.43%
75,602
+33,556
59
$3.83M 0.43%
32,223
+10,578
60
$3.81M 0.43%
82,805
+14,900
61
$3.8M 0.43%
+21,542
62
$3.66M 0.41%
+73,443
63
$3.65M 0.41%
+39,912
64
$3.6M 0.41%
+71,410
65
$3.58M 0.41%
+31,650
66
$3.55M 0.4%
+35,202
67
$3.52M 0.4%
+27,870
68
$3.52M 0.4%
+59,876
69
$3.46M 0.39%
+40,945
70
$3.46M 0.39%
+264,640
71
$3.45M 0.39%
+82,135
72
$3.42M 0.39%
+51,690
73
$3.4M 0.39%
+70,860
74
$3.4M 0.38%
+37,131
75
$3.22M 0.36%
+27,270
1 2
3
4 5