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
$383M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.43M
3
+$2.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.93M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.42M

Top Sells

1
+$3.78M
2
+$2.95M
3
+$2.94M
4
NS
NuStar Energy L.P.
NS
+$2.14M
5
RSX
VanEck Russia ETF
RSX
+$1.29M

Sector Composition

1 Healthcare 6.74%
2 Consumer Discretionary 6.66%
3 Financials 5.18%
4 Consumer Staples 4.4%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.09%
9,980
-416
202
$327K 0.09%
+13,611
203
$326K 0.09%
5,379
+1,420
204
$318K 0.08%
7,277
+4
205
$318K 0.08%
+13,169
206
$313K 0.08%
4,432
-108
207
$311K 0.08%
+7,340
208
$310K 0.08%
23,144
+622
209
$306K 0.08%
9,830
-1,280
210
$303K 0.08%
5,552
+1,303
211
$295K 0.08%
+6,660
212
$289K 0.08%
5,810
+18
213
$286K 0.07%
7,475
-336
214
$286K 0.07%
4,852
-604
215
$284K 0.07%
5,087
-350
216
$282K 0.07%
5,300
-676
217
$281K 0.07%
9,486
218
$279K 0.07%
4,383
-28
219
$271K 0.07%
+8,634
220
$271K 0.07%
3,265
+187
221
$269K 0.07%
+14,158
222
$258K 0.07%
2,445
-1,554
223
$258K 0.07%
+1,690
224
$253K 0.07%
2,413
+116
225
$250K 0.07%
6,118
-1,679
7 8
9
10 11