RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$4.66M
3
+$3.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.21M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.66M

Top Sells

1
+$5.25M
2
+$3.19M
3
+$2.15M
4
WMT icon
Walmart Inc
WMT
+$2.08M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.57M

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
751
$7K ﹤0.01%
1,084
752
$7K ﹤0.01%
221
-44
753
$7K ﹤0.01%
+5,000
754
$7K ﹤0.01%
100
755
$7K ﹤0.01%
100
756
$7K ﹤0.01%
312
+100
757
$7K ﹤0.01%
214
-300
758
$7K ﹤0.01%
100
759
$7K ﹤0.01%
294
760
$7K ﹤0.01%
750
761
$7K ﹤0.01%
100
762
$7K ﹤0.01%
220
763
$7K ﹤0.01%
13
764
$7K ﹤0.01%
+125
765
$7K ﹤0.01%
128
766
$6K ﹤0.01%
114
-80
767
$6K ﹤0.01%
127
-2
768
$6K ﹤0.01%
+230
769
$6K ﹤0.01%
255
770
$6K ﹤0.01%
100
771
$6K ﹤0.01%
800
772
$6K ﹤0.01%
146
+76
773
$6K ﹤0.01%
200
774
$6K ﹤0.01%
275
775
$6K ﹤0.01%
70
+10
29 30
31
32 33