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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.36%
+117,785
77
$3.08M 0.35%
+14,885
78
$3M 0.34%
+15,435
79
$2.93M 0.33%
+56,884
80
$2.83M 0.32%
+68,936
81
$2.81M 0.32%
25,806
+6,162
82
$2.77M 0.31%
+13,742
83
$2.72M 0.31%
+39,734
84
$2.65M 0.3%
+9,716
85
$2.63M 0.3%
+7,639
86
$2.62M 0.3%
+17,916
87
$2.61M 0.3%
+14,811
88
$2.61M 0.29%
+29,760
89
$2.54M 0.29%
+35,588
90
$2.53M 0.29%
+10,906
91
$2.51M 0.28%
+28,704
92
$2.5M 0.28%
+56,336
93
$2.48M 0.28%
+11,414
94
$2.47M 0.28%
+16,633
95
$2.43M 0.27%
+18,029
96
$2.39M 0.27%
+96,873
97
$2.38M 0.27%
+43,608
98
$2.37M 0.27%
+10,663
99
$2.35M 0.27%
79,512
+60,154
100
$2.29M 0.26%
+11,693
2 3
4
5 6