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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.28M 0.14%
+17,208
152
$1.25M 0.14%
+20,432
153
$1.25M 0.14%
+62,032
154
$1.24M 0.14%
+12,913
155
$1.23M 0.14%
+33,424
156
$1.22M 0.14%
+8,019
157
$1.22M 0.14%
+11,081
158
$1.19M 0.13%
+22,032
159
$1.19M 0.13%
41,939
+2,720
160
$1.18M 0.13%
+58,384
161
$1.16M 0.13%
+9,997
162
$1.14M 0.13%
+35,912
163
$1.13M 0.13%
+81,121
164
$1.13M 0.13%
+7,913
165
$1.11M 0.13%
+12,251
166
$1.1M 0.12%
22,094
+1,197
167
$1.08M 0.12%
+18,847
168
$1.08M 0.12%
+13,796
169
$1.06M 0.12%
+12,523
170
$1.05M 0.12%
+4,479
171
$1.04M 0.12%
+3,427
172
$1.04M 0.12%
+16,699
173
$1.02M 0.12%
+15,858
174
$1.02M 0.11%
+18,374
175
$1.01M 0.11%
+11,021
5 6
7
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