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
801
$5K ﹤0.01%
50
802
$5K ﹤0.01%
115
803
$5K ﹤0.01%
210
804
$5K ﹤0.01%
200
805
$5K ﹤0.01%
+750
806
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180
+20
807
$5K ﹤0.01%
1,000
808
$5K ﹤0.01%
47
-2
809
$5K ﹤0.01%
100
810
$4K ﹤0.01%
12
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811
$4K ﹤0.01%
280
812
$4K ﹤0.01%
92
813
$4K ﹤0.01%
+225
814
$4K ﹤0.01%
32
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815
$4K ﹤0.01%
100
816
$4K ﹤0.01%
28
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817
$4K ﹤0.01%
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818
$4K ﹤0.01%
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819
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50
820
$4K ﹤0.01%
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$4K ﹤0.01%
100
822
$4K ﹤0.01%
84
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823
$4K ﹤0.01%
48
824
$4K ﹤0.01%
146
-774
825
$4K ﹤0.01%
+168
31 32
33
34 35