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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.5M 0.15%
7,388
+827
152
$1.49M 0.14%
+31,430
153
$1.44M 0.14%
34,115
+9,236
154
$1.43M 0.14%
10,720
+120
155
$1.41M 0.14%
4,972
+2,784
156
$1.4M 0.14%
24,610
+20
157
$1.4M 0.14%
+67,397
158
$1.39M 0.14%
5,165
-254
159
$1.39M 0.13%
25,432
-13,200
160
$1.39M 0.13%
8,213
+258
161
$1.37M 0.13%
7,112
-245
162
$1.37M 0.13%
18,573
+3
163
$1.36M 0.13%
9,623
-73
164
$1.35M 0.13%
21,565
+649
165
$1.34M 0.13%
71,448
+5,575
166
$1.34M 0.13%
19,757
+420
167
$1.33M 0.13%
9,282
-584
168
$1.32M 0.13%
20,416
-881
169
$1.32M 0.13%
34,606
+9,199
170
$1.29M 0.13%
3,039
-182
171
$1.28M 0.12%
+20,343
172
$1.28M 0.12%
10,632
-636
173
$1.26M 0.12%
30,424
+5,972
174
$1.26M 0.12%
20,330
+3,419
175
$1.26M 0.12%
4,279
-221
5 6
7
8 9