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
$84.6M
AUM Growth
-$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$59.4K
3
+$25.7K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$18.2K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$9.2K

Top Sells

1
+$29.5M
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

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 15.16%
95,247
-29,022
2
$7.92M 9.37%
193,776
-67,695
3
$7.73M 9.13%
33,946
-3,237
4
$7.14M 8.44%
387,495
-5,061
5
$5.35M 6.32%
15,915
-87,853
6
$4.85M 5.74%
112,250
-22,642
7
$3.94M 4.66%
47,474
-9,977
8
$3.66M 4.32%
52,063
-46,487
9
$3.64M 4.3%
31,365
-3,547
10
$2.68M 3.16%
14,853
-6,293
11
$2.52M 2.97%
67,905
-16,710
12
$2.19M 2.59%
21,645
-8,785
13
$2.13M 2.52%
42,046
-26,639
14
$2.1M 2.48%
26,595
+753
15
$2.05M 2.42%
56,309
-206,364
16
$2.05M 2.42%
19,644
-29,618
17
$1.99M 2.35%
25,178
-28,256
18
$1.61M 1.9%
17,771
-360
19
$1.47M 1.73%
13,936
-1,392
20
$1.42M 1.68%
50,895
-65,307
21
$1.25M 1.48%
33,358
+245
22
$1.04M 1.23%
20,897
-264
23
$1M 1.19%
39,219
+4,171
24
$569K 0.67%
11,711
-430
25
$550K 0.65%
19,358
+906
1
2 3 4 5