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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.1M 0.5%
21,597
+627
52
$5.08M 0.49%
21,078
+2,417
53
$5.07M 0.49%
43,660
+858
54
$4.85M 0.47%
66,806
+3,242
55
$4.8M 0.47%
28,389
+1,935
56
$4.73M 0.46%
93,047
+6,429
57
$4.64M 0.45%
174,669
+6,341
58
$4.58M 0.44%
42,974
+10,219
59
$4.42M 0.43%
31,676
+1,801
60
$4.4M 0.43%
83,600
-4,725
61
$4.29M 0.42%
57,836
+1,388
62
$4.28M 0.42%
82,383
+1,710
63
$4.24M 0.41%
31,680
-1,680
64
$4.23M 0.41%
10,735
+63
65
$4.23M 0.41%
31,210
-1,410
66
$4.09M 0.4%
37,377
+745
67
$4.07M 0.39%
31,857
+11,127
68
$4.05M 0.39%
17,703
-174
69
$4.01M 0.39%
75,331
+3,588
70
$3.85M 0.37%
71,298
+4,314
71
$3.83M 0.37%
33,347
+636
72
$3.83M 0.37%
37,715
+1,536
73
$3.74M 0.36%
13,688
+1,546
74
$3.7M 0.36%
45,592
+1,148
75
$3.59M 0.35%
70,595
+3,363
1 2
3
4 5