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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.06M 0.11%
+7,150
202
$1.05M 0.11%
+9,734
203
$1.05M 0.11%
+2,633
204
$1.05M 0.11%
+10,318
205
$1.05M 0.11%
+16,706
206
$1.05M 0.1%
+59,437
207
$1.04M 0.1%
+4,448
208
$1.04M 0.1%
+4,053
209
$1.03M 0.1%
+10,940
210
$1.03M 0.1%
+2,955
211
$1.02M 0.1%
+16,911
212
$1.02M 0.1%
+24,452
213
$1.02M 0.1%
+9,813
214
$1.01M 0.1%
+58,849
215
$1.01M 0.1%
+30,754
216
$1.01M 0.1%
+5,175
217
$1.01M 0.1%
+9,696
218
$1.01M 0.1%
+6,985
219
$1.01M 0.1%
+15,899
220
$1.01M 0.1%
+44,870
221
$997K 0.1%
+48,224
222
$995K 0.1%
+12,797
223
$994K 0.1%
+5,069
224
$990K 0.1%
+5,593
225
$981K 0.1%
+26,434
7 8
9
10 11