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
776
$6K ﹤0.01%
361
-37
777
$6K ﹤0.01%
290
-5
778
$6K ﹤0.01%
297
+1
779
$6K ﹤0.01%
700
+300
780
$6K ﹤0.01%
50
-14
781
$6K ﹤0.01%
76
782
$6K ﹤0.01%
+164
783
$6K ﹤0.01%
135
-100
784
$5K ﹤0.01%
664
785
$5K ﹤0.01%
50
786
$5K ﹤0.01%
115
787
$5K ﹤0.01%
210
788
$5K ﹤0.01%
200
789
$5K ﹤0.01%
+750
790
$5K ﹤0.01%
180
+20
791
$5K ﹤0.01%
1,000
792
$5K ﹤0.01%
47
-2
793
$5K ﹤0.01%
100
794
$5K ﹤0.01%
308
-334
795
$5K ﹤0.01%
300
+100
796
$5K ﹤0.01%
148
-24
797
$5K ﹤0.01%
200
+190
798
$5K ﹤0.01%
440
+320
799
$5K ﹤0.01%
70
+10
800
$5K ﹤0.01%
250
30 31
32
33 34