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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.99M 0.19%
14,998
-328
127
$1.99M 0.19%
33,622
+7,668
128
$1.96M 0.19%
12,439
-309
129
$1.96M 0.19%
2,335
+449
130
$1.95M 0.19%
44,775
+4,488
131
$1.94M 0.19%
38,370
+1,314
132
$1.82M 0.18%
13,725
+1,516
133
$1.8M 0.18%
9,399
+1,801
134
$1.8M 0.17%
35,012
+3,385
135
$1.78M 0.17%
3,123
+751
136
$1.78M 0.17%
6,507
-541
137
$1.76M 0.17%
9,021
+135
138
$1.76M 0.17%
13,675
+2,503
139
$1.75M 0.17%
72,881
+6,443
140
$1.75M 0.17%
62,650
+19,261
141
$1.72M 0.17%
18,179
-699
142
$1.71M 0.17%
6,892
+1,717
143
$1.69M 0.16%
23,775
144
$1.64M 0.16%
21,348
+5,308
145
$1.64M 0.16%
20,854
-2,687
146
$1.55M 0.15%
13,522
+597
147
$1.54M 0.15%
10,392
+1,324
148
$1.53M 0.15%
45,040
+2,512
149
$1.52M 0.15%
53,796
-9,362
150
$1.5M 0.15%
24,353
+502
4 5
6
7 8