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
$98.7M
AUM Growth
-$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$38.9M
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

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
$14M 14.21%
107,775
-37,414
2
$9.56M 9.69%
194,718
-64,280
3
$8.96M 9.08%
368,616
-19,344
4
$8.94M 9.06%
34,794
-1,263
5
$6.52M 6.61%
16,385
-97,827
6
$5.72M 5.8%
109,925
-27,776
7
$4.86M 4.93%
44,801
-46,628
8
$4.14M 4.2%
50,412
-11,623
9
$3.78M 3.83%
32,572
-7,974
10
$3.19M 3.23%
61,290
-21,515
11
$3.08M 3.12%
14,368
-6,321
12
$2.78M 2.82%
20,629
-11,594
13
$2.45M 2.49%
26,718
-26,829
14
$2.36M 2.39%
46,419
-29,183
15
$2.3M 2.33%
21,133
-4,673
16
$2.19M 2.21%
56,902
-222,727
17
$2.18M 2.21%
14,841
-2,146
18
$2.15M 2.18%
27,747
-5
19
$1.8M 1.82%
14,000
-1,846
20
$1.65M 1.67%
32,779
-1,948
21
$1.41M 1.43%
53,690
-113,710
22
$1.19M 1.21%
40,481
-1,458
23
$1.05M 1.07%
21,286
-808
24
$670K 0.68%
12,019
-234
25
$592K 0.6%
19,972
-59,540
1
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