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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$334K 0.1%
12,980
177
$333K 0.1%
3,402
178
$332K 0.1%
8,465
+7
179
$329K 0.1%
33,851
+18
180
$327K 0.1%
16,101
+13,664
181
$318K 0.1%
48,585
+15,449
182
$318K 0.1%
16,090
183
$304K 0.09%
17,220
+4,020
184
$303K 0.09%
5,713
+200
185
$298K 0.09%
9,713
+9,421
186
$297K 0.09%
8,505
+2,105
187
$297K 0.09%
16,835
+4,034
188
$295K 0.09%
11,059
+2,153
189
$294K 0.09%
3,487
+767
190
$291K 0.09%
2,412
+12
191
$290K 0.09%
5,310
-364
192
$288K 0.09%
1,784
193
$286K 0.09%
5,541
+1,783
194
$285K 0.09%
3,702
+1,634
195
$281K 0.08%
5,455
196
$269K 0.08%
3,398
+928
197
$267K 0.08%
2,239
-455
198
$267K 0.08%
6,894
+1,600
199
$267K 0.08%
4,103
200
$261K 0.08%
4,340
+2
6 7
8
9 10