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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.21M 0.12%
+1,873
177
$1.21M 0.12%
+22,093
178
$1.2M 0.12%
+23,236
179
$1.2M 0.12%
+10,172
180
$1.2M 0.12%
+16,040
181
$1.2M 0.12%
+22,488
182
$1.2M 0.12%
+43,389
183
$1.2M 0.12%
+12,054
184
$1.2M 0.12%
+2,372
185
$1.2M 0.12%
+22,826
186
$1.18M 0.12%
+19,337
187
$1.18M 0.12%
+4,043
188
$1.17M 0.12%
+14,047
189
$1.17M 0.12%
+30,485
190
$1.15M 0.12%
+4,166
191
$1.14M 0.11%
+8,373
192
$1.14M 0.11%
+6,617
193
$1.14M 0.11%
+7,939
194
$1.1M 0.11%
22,293
+1,007
195
$1.1M 0.11%
+24,879
196
$1.1M 0.11%
+5,304
197
$1.09M 0.11%
+18,365
198
$1.09M 0.11%
+38,494
199
$1.09M 0.11%
+25,407
200
$1.07M 0.11%
+20,477
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8
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