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
76
$1.28M 0.39%
25,263
-866
77
$1.28M 0.39%
71,163
+2,643
78
$1.26M 0.38%
11,394
-132
79
$1.24M 0.38%
48,134
+632
80
$1.22M 0.37%
23,396
+5,526
81
$1.22M 0.37%
66,936
+2,770
82
$1.19M 0.36%
48,961
+2,620
83
$1.16M 0.35%
9,644
-42,732
84
$1.16M 0.35%
4,221
+2,255
85
$1.08M 0.33%
12,951
+1,506
86
$1.08M 0.33%
14,576
+10
87
$1.02M 0.31%
14,759
+12,416
88
$987K 0.3%
21,284
-327
89
$986K 0.3%
36,695
-405
90
$978K 0.3%
10,182
+1,255
91
$954K 0.29%
19,088
-385
92
$945K 0.29%
20,950
+20,430
93
$935K 0.28%
+43,200
94
$931K 0.28%
16,680
+213
95
$930K 0.28%
14,838
+1,102
96
$908K 0.27%
34,129
+1,097
97
$893K 0.27%
8,660
+651
98
$890K 0.27%
32,867
+11,434
99
$874K 0.26%
8,768
+6,950
100
$871K 0.26%
31,840
+11,360
2 3
4
5 6