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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.29%
8,402
+714
102
$1.12M 0.29%
13,043
+514
103
$1.1M 0.29%
7,925
-864
104
$1.1M 0.29%
45,630
+1,413
105
$1.08M 0.28%
10,516
+416
106
$1.05M 0.27%
30,155
-5,491
107
$1.04M 0.27%
44,050
+329
108
$1.04M 0.27%
+20,091
109
$1.01M 0.26%
27,908
-528
110
$1.01M 0.26%
66,868
+1,433
111
$1.01M 0.26%
20,679
-2,981
112
$1M 0.26%
35,921
-22,447
113
$1M 0.26%
8,943
-327
114
$961K 0.25%
29,763
-9,279
115
$925K 0.24%
79,454
+771
116
$900K 0.23%
21,159
-561
117
$893K 0.23%
14,870
118
$879K 0.23%
8,188
+1,259
119
$862K 0.22%
7,263
-3,166
120
$848K 0.22%
17,145
-3,395
121
$843K 0.22%
6,129
-3,238
122
$832K 0.22%
9,470
+738
123
$821K 0.21%
5,782
+1,046
124
$816K 0.21%
32,255
-5,916
125
$799K 0.21%
14,759
-72
3 4
5
6 7