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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.19%
+49,173
127
$631K 0.19%
6,424
128
$619K 0.19%
12,962
+557
129
$611K 0.18%
12,987
+1,287
130
$586K 0.18%
4,947
+671
131
$583K 0.18%
5,823
+1,367
132
$578K 0.17%
18,856
+32
133
$575K 0.17%
6,270
134
$570K 0.17%
17,755
+697
135
$568K 0.17%
8,885
136
$566K 0.17%
5,351
-619
137
$557K 0.17%
19,140
+2,412
138
$550K 0.17%
20,580
+596
139
$549K 0.17%
11,319
-151
140
$548K 0.17%
19,521
+1,518
141
$544K 0.16%
10,414
+995
142
$534K 0.16%
25,221
+2,694
143
$523K 0.16%
7,172
+1,249
144
$518K 0.16%
13,111
-199
145
$508K 0.15%
12,737
+100
146
$504K 0.15%
22,032
+18,160
147
$478K 0.14%
28,028
-333
148
$462K 0.14%
21,150
+2,085
149
$455K 0.14%
4,595
-10
150
$454K 0.14%
9,116
4 5
6
7 8