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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$624K 0.16%
+16,559
152
$623K 0.16%
19,662
-7,508
153
$616K 0.16%
5,918
+185
154
$606K 0.16%
7,721
-4,001
155
$606K 0.16%
12,567
+3,855
156
$602K 0.16%
20,897
-850
157
$594K 0.16%
8,150
+1,200
158
$584K 0.15%
17,011
+456
159
$584K 0.15%
10,720
-56
160
$583K 0.15%
214,240
+26,080
161
$578K 0.15%
20,870
+10,565
162
$575K 0.15%
11,750
+4,164
163
$551K 0.14%
4,486
+556
164
$547K 0.14%
8,769
-1,575
165
$518K 0.14%
7,309
+512
166
$516K 0.13%
13,594
+1,148
167
$507K 0.13%
9,505
+10
168
$486K 0.13%
9,415
+18
169
$482K 0.13%
25,830
-17,187
170
$474K 0.12%
8,583
+2,680
171
$464K 0.12%
11,459
+5,147
172
$461K 0.12%
27,840
-1,602
173
$445K 0.12%
12,240
+2,478
174
$439K 0.11%
6,276
+1,144
175
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