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
1
$14M 3.66%
59,051
+2,282
2
$9.02M 2.35%
38,241
-1,493
3
$7.76M 2.02%
65,804
+3,685
4
$7.43M 1.94%
191,939
+18,584
5
$6.6M 1.72%
167,908
-5,559
6
$5.92M 1.55%
48,813
-325
7
$5.68M 1.48%
82,096
+1,398
8
$5.58M 1.46%
177,862
+11,361
9
$5.33M 1.39%
148,452
+2,628
10
$5.13M 1.34%
78,754
+4,257
11
$5.09M 1.33%
129,313
+21,813
12
$4.84M 1.26%
42,721
-3,766
13
$4.81M 1.25%
37,512
+758
14
$4.8M 1.25%
39,466
+257
15
$4.73M 1.23%
60,904
+6,182
16
$4.7M 1.23%
316,290
+11,829
17
$4.55M 1.19%
35,143
+905
18
$4.47M 1.17%
62,604
-1,005
19
$4.45M 1.16%
67,629
+1,933
20
$4.37M 1.14%
54,835
+11,601
21
$4.32M 1.13%
108,662
+21,574
22
$4.24M 1.1%
85,896
+9,343
23
$3.93M 1.03%
43,761
+5,685
24
$3.82M 1%
42,502
+6,608
25
$3.76M 0.98%
109,720
-1,460
1
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