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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.72M 0.19%
+38,496
127
$1.69M 0.19%
+37,653
128
$1.67M 0.19%
+55,011
129
$1.64M 0.19%
+22,327
130
$1.63M 0.18%
+47,631
131
$1.63M 0.18%
+16,797
132
$1.63M 0.18%
+26,125
133
$1.6M 0.18%
+41,225
134
$1.59M 0.18%
+13,230
135
$1.59M 0.18%
+28,777
136
$1.58M 0.18%
+31,518
137
$1.56M 0.18%
+31,695
138
$1.55M 0.18%
34,727
+1,369
139
$1.52M 0.17%
+34,235
140
$1.5M 0.17%
+5,655
141
$1.5M 0.17%
+6,853
142
$1.47M 0.17%
+11,425
143
$1.46M 0.16%
+42,870
144
$1.4M 0.16%
+23,300
145
$1.35M 0.15%
+153,589
146
$1.32M 0.15%
+20,743
147
$1.32M 0.15%
+7,678
148
$1.31M 0.15%
+8,800
149
$1.3M 0.15%
+8,702
150
$1.29M 0.15%
+20,978
4 5
6
7 8