RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.92M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.81M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.65M

Top Sells

1
+$1.39M
2
+$1.25M
3
+$1.2M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.2M
5
MAR icon
Marriott International
MAR
+$1.14M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26M 0.12%
10,573
+3,795
177
$1.25M 0.12%
23,557
+533
178
$1.25M 0.12%
10,152
-20
179
$1.25M 0.12%
34,439
+8,005
180
$1.24M 0.12%
23,298
+810
181
$1.24M 0.12%
3,493
-240
182
$1.24M 0.12%
68,149
-3,826
183
$1.24M 0.12%
5,870
+1,422
184
$1.23M 0.12%
7,431
+814
185
$1.23M 0.12%
25,662
+120
186
$1.23M 0.12%
+13,558
187
$1.22M 0.12%
12,068
+14
188
$1.22M 0.12%
17,452
+3,432
189
$1.22M 0.12%
20,712
+1,027
190
$1.22M 0.12%
27,136
+3,900
191
$1.19M 0.12%
22,660
+4,295
192
$1.19M 0.12%
22,557
+2,080
193
$1.18M 0.11%
4,572
+348
194
$1.18M 0.11%
3,933
-233
195
$1.16M 0.11%
18,172
+1,466
196
$1.16M 0.11%
48,282
+956
197
$1.16M 0.11%
21,296
+15,926
198
$1.15M 0.11%
14,677
+2,100
199
$1.15M 0.11%
30,435
-50
200
$1.14M 0.11%
5,871
-151
6 7
8
9 10