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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$908K 0.17%
+13,751
127
$898K 0.16%
+8,540
128
$897K 0.16%
+15,543
129
$890K 0.16%
+11,024
130
$882K 0.16%
+31,500
131
$877K 0.16%
+13,004
132
$860K 0.16%
+16,592
133
$857K 0.16%
+16,817
134
$853K 0.16%
+32,681
135
$852K 0.16%
+15,579
136
$852K 0.16%
+7,966
137
$851K 0.16%
+3,054
138
$848K 0.16%
35,048
-206
139
$843K 0.15%
+18,299
140
$836K 0.15%
+24,609
141
$816K 0.15%
+8,120
142
$804K 0.15%
+8,038
143
$795K 0.15%
+4,736
144
$790K 0.14%
+4,532
145
$765K 0.14%
+32,231
146
$759K 0.14%
+5,614
147
$749K 0.14%
+40,656
148
$717K 0.13%
+13,026
149
$708K 0.13%
+2,399
150
$706K 0.13%
+6,112
4 5
6
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