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
$545M
AUM Growth
+$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.8M
3
+$12.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M

Top Sells

1
+$65.4K
2
+$56.6K
3
+$4.98K

Sector Composition

1 Technology 7.38%
2 Healthcare 4.72%
3 Consumer Staples 4.26%
4 Consumer Discretionary 2.54%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$392K 0.07%
+11,040
202
$388K 0.07%
+15,284
203
$387K 0.07%
+1,194
204
$386K 0.07%
+3,566
205
$386K 0.07%
+13,326
206
$385K 0.07%
+9,294
207
$376K 0.07%
+6,256
208
$375K 0.07%
+1,454
209
$373K 0.07%
+6,272
210
$371K 0.07%
+1,279
211
$369K 0.07%
+11,420
212
$365K 0.07%
+20,390
213
$362K 0.07%
8,856
+1,674
214
$358K 0.07%
+17,950
215
$350K 0.06%
+8,162
216
$350K 0.06%
+2,506
217
$350K 0.06%
+7,124
218
$348K 0.06%
+5,711
219
$347K 0.06%
+1,745
220
$346K 0.06%
+5,870
221
$346K 0.06%
+7,263
222
$344K 0.06%
+757
223
$344K 0.06%
+13,078
224
$343K 0.06%
+13,301
225
$342K 0.06%
+2,506
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