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
$84.6M
AUM Growth
-$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$59.4K
3
+$25.7K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$18.2K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$9.2K

Top Sells

1
+$29.5M
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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-24,700
127
– –
-102,676
128
– –
-1,006
129
– –
-2,493
130
– –
-2,228
131
– –
-23,630
132
– –
-28,249
133
– –
-3,990
134
– –
-6,532
135
– –
-29,848
136
– –
-30,774
137
– –
-40,952
138
– –
-37,230
139
– –
-2,033
140
– –
-3,111
141
– –
-3,868
142
– –
-6,939
143
– –
-2,851
144
– –
-17,483
145
– –
-47,122
146
– –
-17,248
147
– –
-3,252
148
– –
-7,266
149
– –
-9,618
150
– –
-16,592
4 5
6
7 8