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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$798K 0.21%
12,674
+8,672
127
$795K 0.21%
15,800
+2,100
128
$792K 0.21%
7,436
-690
129
$785K 0.2%
28,290
+136
130
$774K 0.2%
12,966
-1,939
131
$763K 0.2%
5,800
+680
132
$757K 0.2%
20,982
+2,270
133
$738K 0.19%
9,511
+261
134
$736K 0.19%
+23,308
135
$706K 0.18%
27,510
+3,216
136
$697K 0.18%
14,263
-726
137
$694K 0.18%
14,318
+204
138
$691K 0.18%
25,222
+1,027
139
$675K 0.18%
9,083
-156
140
$672K 0.18%
12,938
+1,010
141
$661K 0.17%
29,977
-4,664
142
$659K 0.17%
26,304
+1,168
143
$657K 0.17%
+33,193
144
– –
0
145
$647K 0.17%
9,713
+5,377
146
$647K 0.17%
5,639
-1,305
147
$646K 0.17%
+10,044
148
$633K 0.17%
18,708
+2,253
149
$626K 0.16%
14,238
-20,236
150
$626K 0.16%
10,409
+1,818
4 5
6
7 8