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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$697K 0.13%
+114,620
152
$691K 0.13%
+6,214
153
$690K 0.13%
+2,334
154
$681K 0.12%
+8,339
155
$678K 0.12%
+4,129
156
$676K 0.12%
+9,165
157
$667K 0.12%
+34,617
158
$667K 0.12%
+8,469
159
$661K 0.12%
+25,546
160
$654K 0.12%
+46,767
161
$644K 0.12%
+27,059
162
$638K 0.12%
+16,032
163
$638K 0.12%
+26,907
164
$635K 0.12%
+8,032
165
$622K 0.11%
+12,843
166
$614K 0.11%
+24,700
167
$599K 0.11%
+3,111
168
$589K 0.11%
+6,462
169
$582K 0.11%
+6,852
170
$579K 0.11%
+9,771
171
$577K 0.11%
+13,370
172
$566K 0.1%
12,141
+2,141
173
$552K 0.1%
+18,785
174
$537K 0.1%
+6,491
175
$537K 0.1%
+10,696
5 6
7
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