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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.33%
+40,434
77
$1.75M 0.32%
+12,242
78
$1.74M 0.32%
+28,249
79
$1.7M 0.31%
+32,340
80
$1.69M 0.31%
+15,456
81
$1.68M 0.31%
+8,672
82
$1.66M 0.3%
+17,590
83
$1.64M 0.3%
+70,475
84
$1.64M 0.3%
+18,132
85
$1.61M 0.3%
+50,328
86
$1.58M 0.29%
18,131
+1,132
87
$1.58M 0.29%
+37,913
88
$1.57M 0.29%
+13,254
89
$1.56M 0.29%
+14,065
90
$1.56M 0.29%
+14,859
91
$1.55M 0.28%
+34,582
92
$1.51M 0.28%
+19,673
93
$1.5M 0.28%
+18,529
94
$1.48M 0.27%
15,328
+3,567
95
$1.42M 0.26%
+42,830
96
$1.4M 0.26%
+42,044
97
$1.39M 0.26%
+14,647
98
$1.39M 0.25%
+9,734
99
$1.38M 0.25%
+26,602
100
$1.37M 0.25%
+26,154
2 3
4
5 6