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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.02M 0.2%
+22,895
127
$1.95M 0.2%
+17,291
128
$1.91M 0.19%
7,048
+5,541
129
$1.84M 0.18%
+19,379
130
$1.84M 0.18%
+40,287
131
$1.84M 0.18%
+63,158
132
$1.83M 0.18%
+23,541
133
$1.78M 0.18%
+23,505
134
$1.77M 0.18%
+18,878
135
$1.73M 0.17%
+25,954
136
$1.71M 0.17%
+23,775
137
$1.7M 0.17%
+6,975
138
$1.7M 0.17%
+20,424
139
$1.7M 0.17%
+8,886
140
$1.68M 0.17%
31,627
-1,152
141
$1.65M 0.17%
+7,598
142
$1.65M 0.17%
+1,886
143
$1.64M 0.16%
+20,797
144
$1.63M 0.16%
+12,209
145
$1.6M 0.16%
+24,590
146
$1.59M 0.16%
+11,172
147
$1.51M 0.15%
+12,925
148
$1.49M 0.15%
+22,475
149
$1.44M 0.14%
+23,851
150
$1.42M 0.14%
+8,211
4 5
6
7 8