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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.41M 0.14%
+71,975
152
$1.41M 0.14%
42,528
+2,047
153
$1.41M 0.14%
+7,357
154
$1.39M 0.14%
+16,298
155
$1.39M 0.14%
+24,294
156
$1.38M 0.14%
+7,955
157
$1.35M 0.14%
+3,733
158
$1.35M 0.14%
+18,570
159
$1.33M 0.13%
+6,056
160
$1.33M 0.13%
+10,600
161
$1.32M 0.13%
+3,221
162
$1.29M 0.13%
+21,297
163
$1.29M 0.13%
+5,419
164
$1.29M 0.13%
+4,500
165
$1.28M 0.13%
+6,022
166
$1.27M 0.13%
+6,561
167
$1.26M 0.13%
+20,828
168
$1.26M 0.13%
+25,542
169
$1.26M 0.13%
+20,916
170
$1.25M 0.13%
+9,866
171
$1.25M 0.13%
+47,326
172
$1.24M 0.12%
+19,685
173
$1.24M 0.12%
+11,268
174
$1.23M 0.12%
+65,873
175
$1.22M 0.12%
+23,024
5 6
7
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