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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$525K 0.1%
+23,630
177
$520K 0.1%
18,452
-2,322
178
$514K 0.09%
+30,774
179
$491K 0.09%
+33,286
180
$491K 0.09%
+9,618
181
$490K 0.09%
+5,002
182
$481K 0.09%
+6,532
183
$473K 0.09%
+33,483
184
$462K 0.08%
+42,860
185
$460K 0.08%
+7,418
186
$455K 0.08%
+4,167
187
$451K 0.08%
+3,121
188
$450K 0.08%
+30,674
189
$449K 0.08%
+4,605
190
$444K 0.08%
+2,246
191
$441K 0.08%
+17,483
192
$441K 0.08%
+6,120
193
$435K 0.08%
+7,266
194
$428K 0.08%
+11,297
195
$427K 0.08%
+4,915
196
$422K 0.08%
+1,866
197
$417K 0.08%
+2,976
198
$417K 0.08%
+8,374
199
$417K 0.08%
+7,383
200
$409K 0.08%
+26,966
6 7
8
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