RIA

Regal Investment Advisors Portfolio holdings

AUM $1.24B
This Quarter Return
-0.31%
1 Year Return
+8.06%
3 Year Return
+23.04%
5 Year Return
+95.63%
10 Year Return
+133.62%
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
-$82.6M
Cap. Flow %
-6.68%
Top 10 Hldgs %
22.93%
Holding
498
New
32
Increased
165
Reduced
230
Closed
38

Top Buys

1
$5.31M
2
$5.03M
3
$3.36M
4
$3.34M
5
$3.19M

Top Sells

1
$7.73M
2
$5.93M
3
$4.18M
4
$3.96M
5
$3.9M

Sector Composition

1Technology8.28%
2Healthcare4.73%
3Consumer Staples4.4%
4Financials3.64%
5Consumer Discretionary2.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.47M0.12% 31,805
+17,498
+122%
+$806K
$1.46M0.12% 17,240
+873
+5%
+$73.8K
$1.45M0.12% 44,997
+13,670
+44%
+$441K
$1.43M0.12% 6,114
-3,357
-35%
-$783K
$1.38M0.11% 22,860
+10,988
+93%
+$661K
$1.37M0.11% 17,098
-2,789
-14%
-$224K
$1.37M0.11% 13,919
-803
-5%
-$79.3K
$1.37M0.11% 5,663
-4,978
-47%
-$1.21M
$1.36M0.11% 29,487
-2,595
-8%
-$119K
$1.35M0.11% 10,807
+551
+5%
+$68.6K
$1.33M0.11% 6,304
-1,171
-16%
-$248K
$1.31M0.11% 23,069
+9,820
+74%
+$556K
$1.29M0.1% 27,659
+2,198
+9%
+$103K
$1.29M0.1% 4,136
-18
-0.4%
-$5.61K
$1.28M0.1% 54,015
+8,710
+19%
+$207K
$1.27M0.1% 50,525
+3,005
+6%
+$75.8K
$1.26M0.1% 75,896
-8,744
-10%
-$145K
$1.25M0.1% 26,571
+9,175
+53%
+$432K
$1.23M0.1% 24,766
+3,961
+19%
+$197K
$1.23M0.1% 29,137
-7,527
-21%
-$317K
$1.23M0.1% 37,730
-5,057
-12%
-$164K
$1.22M0.1% 3,494
+99
+3%
+$34.7K
$1.18M0.1% 11,546
+799
+7%
+$81.8K
$1.17M0.09% 27,680
+7,055
+34%
+$298K
$1.17M0.09% 5,364
+434
+9%
+$94.4K
1 67891020