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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.41M 0.24%
+37,056
102
$2.4M 0.24%
+17,165
103
$2.4M 0.24%
30,094
+2,347
104
$2.4M 0.24%
+22,843
105
$2.38M 0.24%
+6,026
106
$2.37M 0.24%
15,537
+696
107
$2.35M 0.24%
+38,766
108
$2.34M 0.24%
+12,425
109
$2.34M 0.23%
+7,332
110
$2.32M 0.23%
+19,867
111
$2.29M 0.23%
+12,746
112
$2.25M 0.23%
+11,323
113
$2.24M 0.23%
+39,870
114
$2.23M 0.22%
16,366
+2,366
115
$2.22M 0.22%
+53,821
116
$2.2M 0.22%
+36,975
117
$2.18M 0.22%
+105,755
118
$2.16M 0.22%
+12,983
119
$2.15M 0.22%
+15,326
120
$2.13M 0.21%
+66,438
121
$2.12M 0.21%
+39,980
122
$2.12M 0.21%
+14,293
123
$2.12M 0.21%
+38,632
124
$2.06M 0.21%
+9,068
125
$2.03M 0.2%
+12,748
3 4
5
6 7