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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$453K 0.14%
3,734
-174
152
$450K 0.14%
4,107
+2,585
153
$434K 0.13%
12,624
-3,354
154
$428K 0.13%
+21,579
155
$425K 0.13%
5,321
+464
156
$412K 0.12%
9,463
157
$402K 0.12%
4,458
+1
158
$402K 0.12%
+10,020
159
$399K 0.12%
15,648
-82,485
160
$388K 0.12%
11,135
+104
161
$379K 0.11%
3,146
+554
162
$378K 0.11%
11,700
163
$377K 0.11%
15,531
-2,143
164
$375K 0.11%
10,855
+3,628
165
$374K 0.11%
8,848
+322
166
$374K 0.11%
6,306
+2,421
167
$372K 0.11%
3,168
+549
168
$365K 0.11%
6,572
+102
169
$352K 0.11%
15,164
-411
170
$342K 0.1%
5,473
+3,646
171
$341K 0.1%
7,128
-362
172
$339K 0.1%
6,630
-1,488
173
$338K 0.1%
3,343
-2,783
174
$336K 0.1%
3,915
+533
175
$335K 0.1%
5,180
+4,000
5 6
7
8 9