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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$853K 0.1%
+15,040
202
$843K 0.1%
+21,084
203
$837K 0.09%
+7,351
204
$817K 0.09%
+13,897
205
$813K 0.09%
+5,122
206
$800K 0.09%
+22,075
207
$792K 0.09%
+49,147
208
$791K 0.09%
+14,253
209
$791K 0.09%
+5,766
210
$786K 0.09%
+7,652
211
$781K 0.09%
+29,532
212
$780K 0.09%
+10,438
213
$771K 0.09%
+6,751
214
$760K 0.09%
+16,723
215
$748K 0.08%
+49,009
216
$738K 0.08%
+10,922
217
$736K 0.08%
+17,859
218
$733K 0.08%
+5,745
219
$722K 0.08%
+6,751
220
$719K 0.08%
+3,455
221
$715K 0.08%
+2,020
222
$710K 0.08%
+5,019
223
$700K 0.08%
+28,489
224
$700K 0.08%
+11,597
225
$698K 0.08%
+10,220
7 8
9
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