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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.01M 0.11%
+19,834
177
$1M 0.11%
+4,366
178
$1M 0.11%
+17,220
179
$998K 0.11%
+6,218
180
$976K 0.11%
+15,836
181
$968K 0.11%
+12,401
182
$968K 0.11%
+4,133
183
$947K 0.11%
+20,050
184
$945K 0.11%
+5,625
185
$940K 0.11%
+9,545
186
$934K 0.11%
+33,683
187
$933K 0.11%
+15,942
188
$920K 0.1%
+17,824
189
$917K 0.1%
+28,763
190
$917K 0.1%
+28,143
191
$908K 0.1%
+6,983
192
$906K 0.1%
+26,670
193
$887K 0.1%
+3,624
194
$883K 0.1%
+10,080
195
$883K 0.1%
+19,205
196
$875K 0.1%
+2,496
197
$861K 0.1%
+9,439
198
$860K 0.1%
+28,549
199
$859K 0.1%
+10,024
200
$857K 0.1%
+2,401
6 7
8
9 10