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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
180
727
$8K ﹤0.01%
1,500
+1,200
728
$8K ﹤0.01%
800
729
$8K ﹤0.01%
288
-3,012
730
$8K ﹤0.01%
100
731
$8K ﹤0.01%
204
+1
732
$8K ﹤0.01%
950
733
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300
734
$8K ﹤0.01%
780
735
$8K ﹤0.01%
70
736
$8K ﹤0.01%
+200
737
$8K ﹤0.01%
+300
738
$8K ﹤0.01%
550
-150
739
$8K ﹤0.01%
700
-700
740
$8K ﹤0.01%
180
741
$7K ﹤0.01%
100
742
$7K ﹤0.01%
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743
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312
+100
744
$7K ﹤0.01%
+125
745
$7K ﹤0.01%
128
746
$7K ﹤0.01%
214
-300
747
$7K ﹤0.01%
217
+17
748
$7K ﹤0.01%
493
-80
749
$7K ﹤0.01%
150
750
$7K ﹤0.01%
190
28 29
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