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
1
$12.4M 3.74%
104,625
+92,672
2
$8.88M 2.68%
76,371
+5,895
3
$6.71M 2.03%
161,539
+33,116
4
$6.47M 1.96%
100,906
+69,883
5
$6.45M 1.95%
32,555
+6,648
6
$5.8M 1.75%
53,185
-2,912
7
$5.33M 1.61%
80,314
+28,714
8
$4.07M 1.23%
41,199
+32,952
9
$3.94M 1.19%
99,644
+21,021
10
$3.8M 1.15%
87,246
+32,490
11
$3.71M 1.12%
26,841
+1,343
12
$3.68M 1.11%
33,658
+18,362
13
$3.67M 1.11%
69,047
+24,825
14
$3.54M 1.07%
133,077
-13,263
15
$3.52M 1.06%
17,857
+4,797
16
$3.49M 1.06%
+56,951
17
$3.31M 1%
29,511
+5,429
18
$3.29M 1%
30,471
+6,189
19
$3.29M 0.99%
77,010
+3,925
20
$3.19M 0.97%
89,271
+44,832
21
$3.07M 0.93%
77,325
+15,202
22
$3M 0.91%
79,024
+8,825
23
$2.93M 0.89%
11,764
+10,357
24
$2.92M 0.88%
24,832
+311
25
$2.86M 0.87%
38,215
+31,702
1
2 3 4 5