RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
801
$5K ﹤0.01%
+750
802
$5K ﹤0.01%
180
+20
803
$5K ﹤0.01%
1,000
804
$5K ﹤0.01%
47
-2
805
$5K ﹤0.01%
100
806
$5K ﹤0.01%
308
-334
807
$5K ﹤0.01%
300
+100
808
$5K ﹤0.01%
148
-24
809
$5K ﹤0.01%
200
+190
810
$4K ﹤0.01%
12
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811
$4K ﹤0.01%
280
812
$4K ﹤0.01%
+225
813
$4K ﹤0.01%
32
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814
$4K ﹤0.01%
100
815
$4K ﹤0.01%
28
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816
$4K ﹤0.01%
52
817
$4K ﹤0.01%
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818
$4K ﹤0.01%
50
819
$4K ﹤0.01%
+180
820
$4K ﹤0.01%
114
821
$4K ﹤0.01%
20
822
$4K ﹤0.01%
70
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823
$4K ﹤0.01%
92
824
$4K ﹤0.01%
100
825
$4K ﹤0.01%
84
-4,721
31 32
33
34 35