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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.56M 0.35%
104,108
+7,636
77
$3.54M 0.34%
109,856
78
$3.52M 0.34%
77,370
+14,060
79
$3.29M 0.32%
58,165
+8,708
80
$3.26M 0.32%
61,177
-9,491
81
$3.24M 0.31%
57,105
+17,235
82
$3.2M 0.31%
68,841
+3,768
83
$3.18M 0.31%
14,536
+523
84
$3.17M 0.31%
63,236
+6,415
85
$3.13M 0.3%
36,360
+6,333
86
$3.13M 0.3%
13,197
-902
87
$3.07M 0.3%
21,259
+14,274
88
$3.05M 0.3%
58,103
+5,399
89
$3.02M 0.29%
30,921
+923
90
$2.99M 0.29%
57,368
+9,714
91
$2.84M 0.28%
8,375
+565
92
$2.76M 0.27%
12,393
+38
93
$2.74M 0.27%
12,513
-792
94
$2.72M 0.26%
36,525
-689
95
$2.69M 0.26%
5,995
-31
96
$2.69M 0.26%
17,975
+810
97
$2.63M 0.25%
185,377
+9,531
98
$2.61M 0.25%
34,622
+11,117
99
$2.6M 0.25%
27,582
+8,203
100
$2.6M 0.25%
43,977
+23,149
2 3
4
5 6