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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.25%
10,735
-33
102
$2.51M 0.24%
35,751
+1,245
103
$2.5M 0.24%
31,918
+1,824
104
$2.48M 0.24%
21,671
+1,804
105
$2.44M 0.24%
7,450
+118
106
$2.44M 0.24%
25,832
+368
107
$2.42M 0.23%
84,714
-2,999
108
$2.41M 0.23%
21,932
+4,641
109
$2.41M 0.23%
16,722
+1,185
110
$2.4M 0.23%
12,024
+701
111
$2.4M 0.23%
8,849
+1,874
112
$2.4M 0.23%
28,281
+7,857
113
$2.4M 0.23%
47,424
-861
114
$2.37M 0.23%
15,779
+1,486
115
$2.34M 0.23%
113,906
+8,151
116
$2.33M 0.23%
23,189
+346
117
$2.32M 0.23%
55,973
-21,090
118
$2.3M 0.22%
13,893
+1,147
119
$2.3M 0.22%
54,092
+271
120
$2.28M 0.22%
17,083
+717
121
$2.27M 0.22%
12,424
-1
122
$2.23M 0.22%
41,051
+1,071
123
$2.17M 0.21%
40,413
+1,647
124
$2.16M 0.21%
14,756
+1,773
125
$2.11M 0.2%
12,849
-2,314
3 4
5
6 7