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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.45%
29,811
+6,745
77
$1.72M 0.45%
40,511
+3,322
78
$1.68M 0.44%
18,488
+8,949
79
$1.68M 0.44%
20,027
-2,776
80
$1.68M 0.44%
24,966
-4,321
81
$1.66M 0.43%
36,751
+19,902
82
$1.65M 0.43%
13,679
+11,747
83
$1.59M 0.42%
31,579
+422
84
$1.59M 0.41%
19,369
+3,230
85
$1.56M 0.41%
33,818
-1,678
86
$1.56M 0.41%
66,011
+9,791
87
$1.51M 0.39%
24,203
-7,415
88
$1.43M 0.37%
14,290
+651
89
$1.41M 0.37%
19,509
+2,505
90
$1.41M 0.37%
17,706
+787
91
$1.34M 0.35%
36,389
-6,502
92
$1.33M 0.35%
11,070
+290
93
$1.26M 0.33%
38,722
+1,060
94
$1.25M 0.33%
50,805
+4,784
95
$1.22M 0.32%
13,864
+7,698
96
$1.18M 0.31%
51,655
+9,803
97
$1.17M 0.3%
10,275
+3,564
98
$1.16M 0.3%
11,330
+1,503
99
$1.16M 0.3%
49,671
+19,743
100
$1.14M 0.3%
22,156
-10,109
2 3
4
5 6