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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.26%
27,752
+1,157
102
$2.27M 0.26%
+6,017
103
$2.26M 0.26%
+19,165
104
$2.15M 0.24%
+40,075
105
$2.12M 0.24%
+17,700
106
$2.12M 0.24%
+42,858
107
$2.1M 0.24%
+12,724
108
$2.09M 0.24%
+2,900
109
$2.09M 0.24%
+33,627
110
$2.04M 0.23%
+54,828
111
$2.02M 0.23%
16,987
-784
112
$2.01M 0.23%
+11,026
113
$1.99M 0.23%
+9,096
114
$1.99M 0.22%
+22,764
115
$1.97M 0.22%
+8,445
116
$1.95M 0.22%
+28,602
117
$1.94M 0.22%
+14,035
118
$1.93M 0.22%
15,846
+1,910
119
$1.89M 0.21%
+21,941
120
$1.89M 0.21%
+14,819
121
$1.86M 0.21%
+21,318
122
$1.84M 0.21%
+26,634
123
$1.81M 0.21%
+20,868
124
$1.8M 0.2%
+20,504
125
$1.73M 0.2%
+41,958
3 4
5
6 7