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
$884M
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$19.5M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$15.7M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M

Top Sells

1
+$93K

Sector Composition

1 Technology 9.22%
2 Healthcare 5.8%
3 Consumer Staples 4.83%
4 Consumer Discretionary 4.01%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 4.85%
114,212
+98,297
2
$20.1M 2.27%
145,189
+49,942
3
$19.5M 2.21%
+289,257
4
$17.8M 2.01%
+134,076
5
$15.7M 1.77%
+70,448
6
$15.4M 1.74%
+178,248
7
$15.1M 1.7%
+155,395
8
$14.7M 1.66%
+216,355
9
$14.5M 1.64%
+38,862
10
$13M 1.47%
+259,940
11
$12.7M 1.43%
+40,365
12
$12.2M 1.38%
258,998
+65,222
13
$12.1M 1.37%
+112,968
14
$10.8M 1.22%
279,629
+223,320
15
$10.2M 1.15%
+73,403
16
$10.2M 1.15%
+64,501
17
$9.87M 1.12%
+175,618
18
$9.13M 1.03%
36,057
+2,111
19
$8.95M 1.01%
+63,416
20
$8.47M 0.96%
+105,381
21
$8.41M 0.95%
+51,640
22
$8.4M 0.95%
91,429
+39,366
23
$8.33M 0.94%
+161,213
24
$8.29M 0.94%
387,960
+465
25
$8.08M 0.91%
+91,579
1
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