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
$997M
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$21.8M
3
+$18.6M
4
MSFT icon
Microsoft
MSFT
+$17.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$61K

Sector Composition

1 Technology 9.52%
2 Healthcare 4.93%
3 Consumer Discretionary 4.05%
4 Financials 3.75%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 4.66%
108,088
+91,703
2
$21.8M 2.18%
+287,890
3
$18.8M 1.89%
139,934
+32,159
4
$18.6M 1.87%
+136,162
5
$17.1M 1.72%
+63,148
6
$16.1M 1.61%
+37,600
7
$15.6M 1.56%
+43,956
8
$14.7M 1.47%
+260,287
9
$14.4M 1.45%
+196,111
10
$13.1M 1.32%
+132,942
11
$11.3M 1.13%
+99,907
12
$11M 1.11%
+128,157
13
$11M 1.1%
213,385
+18,667
14
$10.9M 1.1%
96,924
+52,123
15
$10.7M 1.07%
+194,404
16
$10.4M 1.05%
36,370
+1,576
17
$10.4M 1.04%
+101,019
18
$9.79M 0.98%
388,539
+19,923
19
$9.55M 0.96%
242,758
+185,856
20
$9.54M 0.96%
+61,659
21
$9.27M 0.93%
+56,262
22
$9.23M 0.93%
+93,770
23
$8.82M 0.89%
+65,385
24
$8.77M 0.88%
+128,228
25
$8.74M 0.88%
+129,300
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