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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.49%
+31,564
52
$4.77M 0.48%
+32,620
53
$4.75M 0.48%
88,325
+27,035
54
$4.65M 0.47%
+26,454
55
$4.56M 0.46%
+63,564
56
$4.49M 0.45%
+168,328
57
$4.48M 0.45%
+86,618
58
$4.32M 0.43%
+17,877
59
$4.31M 0.43%
+18,661
60
$4.23M 0.42%
+56,448
61
$4.21M 0.42%
+80,673
62
$4.2M 0.42%
+10,672
63
$4.2M 0.42%
29,875
+9,246
64
$4.16M 0.42%
+39,671
65
$4.07M 0.41%
+33,360
66
$4.07M 0.41%
+109,856
67
$4.03M 0.4%
36,632
+15,499
68
$3.97M 0.4%
+70,668
69
$3.84M 0.39%
+71,743
70
$3.79M 0.38%
+36,179
71
$3.77M 0.38%
+32,711
72
$3.76M 0.38%
+44,444
73
$3.75M 0.38%
+66,984
74
$3.51M 0.35%
+32,755
75
$3.48M 0.35%
+77,063
1 2
3
4 5