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
851
$3K ﹤0.01%
28
852
$3K ﹤0.01%
100
853
$3K ﹤0.01%
39
-213
854
$3K ﹤0.01%
+76
855
$3K ﹤0.01%
232
856
$3K ﹤0.01%
101
857
$3K ﹤0.01%
450
858
$3K ﹤0.01%
2
859
$3K ﹤0.01%
153
860
$3K ﹤0.01%
200
-200
861
$3K ﹤0.01%
56
862
$3K ﹤0.01%
+325
863
$3K ﹤0.01%
150
864
$3K ﹤0.01%
400
865
$3K ﹤0.01%
80
866
$3K ﹤0.01%
81
-1
867
$3K ﹤0.01%
57
868
$3K ﹤0.01%
81
869
$2K ﹤0.01%
+100
870
$2K ﹤0.01%
332
+1
871
$2K ﹤0.01%
140
872
$2K ﹤0.01%
230
873
$2K ﹤0.01%
30
874
$2K ﹤0.01%
48
875
$2K ﹤0.01%
30
33 34
35
36 37