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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$437K 0.11%
8,325
+433
177
$435K 0.11%
19,987
-514
178
$432K 0.11%
8,104
+227
179
$431K 0.11%
5,628
+780
180
$430K 0.11%
8,043
-5,734
181
$411K 0.11%
14,508
+436
182
$408K 0.11%
21,169
+3,274
183
$405K 0.11%
7,821
+380
184
$400K 0.1%
3,540
+463
185
$398K 0.1%
7,990
+29
186
$397K 0.1%
24,446
-4,259
187
– –
0
188
$376K 0.1%
2,564
+698
189
$369K 0.1%
6,624
+881
190
$366K 0.1%
+24,687
191
$362K 0.09%
5,228
+382
192
$362K 0.09%
10,724
+428
193
$355K 0.09%
4,518
194
$352K 0.09%
10,416
+1,866
195
$350K 0.09%
1,796
196
$349K 0.09%
3,955
-107
197
$348K 0.09%
6,432
-1,962
198
$341K 0.09%
7,519
-47
199
$340K 0.09%
10,794
-8,529
200
$335K 0.09%
8,080
+640
6 7
8
9 10