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
$331M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.48M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M

Top Sells

1
+$5.15M
2
+$3.04M
3
+$2.1M
4
APO icon
Apollo Global Management
APO
+$2.06M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.58M

Sector Composition

1 Energy 6.25%
2 Healthcare 5.62%
3 Financials 5.54%
4 Consumer Staples 5.35%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$259K 0.08%
4,182
+796
202
$257K 0.08%
4,226
-153
203
$256K 0.08%
2,196
-991
204
$256K 0.08%
2,200
205
$245K 0.07%
2,230
-95
206
$237K 0.07%
+3,452
207
$235K 0.07%
2,323
+1,411
208
$233K 0.07%
+7,613
209
$231K 0.07%
4,750
+4,489
210
$229K 0.07%
9,082
-675
211
$227K 0.07%
3,966
+2,696
212
$224K 0.07%
2,527
+727
213
$222K 0.07%
3,167
214
$220K 0.07%
1,918
+581
215
$212K 0.06%
5,252
-582
216
$208K 0.06%
4,009
+74
217
$205K 0.06%
4,799
-248
218
$203K 0.06%
4,853
+2,557
219
$201K 0.06%
+2,557
220
$200K 0.06%
3,100
+200
221
$196K 0.06%
8,252
+5,694
222
$193K 0.06%
3,771
+1,171
223
$193K 0.06%
+3,225
224
$189K 0.06%
1,111
+359
225
$187K 0.06%
+2,199
7 8
9
10 11