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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.25%
+16,213
102
$1.33M 0.24%
+37,935
103
$1.33M 0.24%
+100,782
104
$1.31M 0.24%
+15,399
105
$1.3M 0.24%
+13,279
106
$1.23M 0.23%
+11,147
107
$1.22M 0.22%
33,113
+5,110
108
$1.22M 0.22%
+3,960
109
$1.2M 0.22%
+23,156
110
$1.14M 0.21%
+44,829
111
$1.12M 0.2%
+9,025
112
$1.1M 0.2%
+4,411
113
$1.1M 0.2%
+3,867
114
$1.08M 0.2%
+14,988
115
$1.05M 0.19%
21,161
+1,488
116
$1.05M 0.19%
+19,234
117
$1.03M 0.19%
+9,978
118
$1.02M 0.19%
+28,204
119
$1.01M 0.19%
+25,758
120
$1.01M 0.18%
+29,848
121
$998K 0.18%
+18,544
122
$974K 0.18%
+15,793
123
$966K 0.18%
+17,656
124
$938K 0.17%
+4,274
125
$918K 0.17%
+7,465
3 4
5
6 7