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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.42M 0.34%
67,232
+20,813
77
$3.38M 0.34%
+12,142
78
$3.37M 0.34%
+96,472
79
$3.35M 0.34%
+14,099
80
$3.21M 0.32%
+14,013
81
$3.06M 0.31%
+65,073
82
$3.02M 0.3%
+63,310
83
$3M 0.3%
+13,305
84
$2.96M 0.3%
+29,998
85
$2.89M 0.29%
+12,355
86
$2.86M 0.29%
+56,821
87
$2.85M 0.29%
+52,704
88
$2.83M 0.28%
+49,457
89
$2.76M 0.28%
+37,214
90
$2.72M 0.27%
+7,810
91
$2.65M 0.27%
+20,730
92
$2.63M 0.26%
+10,768
93
$2.61M 0.26%
+175,846
94
$2.56M 0.26%
+30,027
95
$2.56M 0.26%
+47,654
96
$2.51M 0.25%
+15,163
97
$2.5M 0.25%
+87,713
98
$2.46M 0.25%
+25,464
99
$2.46M 0.25%
+48,285
100
$2.44M 0.24%
+34,506
2 3
4
5 6