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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$869K 0.26%
9,313
+583
102
$853K 0.26%
15,708
+2,503
103
$852K 0.26%
9,959
-21
104
$851K 0.26%
57,545
-18,724
105
$841K 0.25%
33,384
-488
106
$841K 0.25%
150,938
+23,742
107
$833K 0.25%
13,821
-993
108
$811K 0.25%
817
+778
109
$786K 0.24%
14,866
+13,094
110
$769K 0.23%
10,223
-397
111
$753K 0.23%
33,320
+13
112
$752K 0.23%
23,202
+1,405
113
$745K 0.23%
34,906
+33,748
114
$743K 0.22%
17,032
+4,604
115
$727K 0.22%
9,728
+825
116
$726K 0.22%
17,402
+11,634
117
$708K 0.21%
21,683
-279
118
$699K 0.21%
25,753
+3
119
$695K 0.21%
24,407
+681
120
$689K 0.21%
13,098
-484
121
$677K 0.2%
10,824
+1,524
122
$674K 0.2%
7,238
+629
123
$670K 0.2%
7,124
+385
124
$641K 0.19%
27,373
-73
125
$633K 0.19%
10,872
+1,480
3 4
5
6 7