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
1
$32.1M 5.89%
103,768
+87,628
2
$16.7M 3.06%
124,269
+38,414
3
$13.8M 2.53%
+67,823
4
$12.2M 2.23%
+208,139
5
$11.6M 2.13%
+37,720
6
$10.8M 1.97%
+43,456
7
$10.1M 1.86%
261,471
+69,841
8
$9.37M 1.72%
+78,337
9
$9.33M 1.71%
+153,846
10
$9.1M 1.67%
262,673
+207,279
11
$8.94M 1.64%
+128,724
12
$8.86M 1.62%
+101,113
13
$8.8M 1.61%
+62,607
14
$7.95M 1.46%
+203,170
15
$7.51M 1.38%
37,183
-280
16
$7.49M 1.37%
+63,949
17
$6.77M 1.24%
392,556
+9,351
18
$6.73M 1.23%
98,550
+49,306
19
$6.67M 1.22%
+166,782
20
$6.25M 1.15%
+62,731
21
$6.1M 1.12%
31,763
+30,256
22
$5.67M 1.04%
+182,816
23
$5.64M 1.03%
+101,273
24
$5.36M 0.98%
+174,595
25
$5.34M 0.98%
134,892
+26,016
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