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
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 4.46%
106,593
-1,495
2
$22.6M 2.19%
301,839
+13,949
3
$19.4M 1.88%
137,001
+839
4
$19M 1.84%
142,905
+2,971
5
$17.6M 1.7%
62,310
-838
6
$16.7M 1.62%
38,918
+1,318
7
$15.6M 1.51%
277,081
+16,794
8
$15.2M 1.48%
42,581
-1,375
9
$14.9M 1.45%
202,942
+6,831
10
$13.6M 1.32%
138,734
+5,792
11
$12M 1.17%
41,438
+5,068
12
$11.3M 1.1%
291,783
+49,025
13
$11.3M 1.09%
204,664
+10,260
14
$11M 1.07%
218,235
+4,850
15
$11M 1.07%
102,009
+2,102
16
$11M 1.07%
111,593
+17,823
17
$10.9M 1.06%
100,188
+3,264
18
$10.9M 1.05%
105,776
+4,757
19
$10.6M 1.03%
427,449
+38,910
20
$10.5M 1.02%
122,528
-5,629
21
$9.92M 0.96%
64,607
+2,948
22
$9.74M 0.95%
60,340
+4,078
23
$9.58M 0.93%
68,548
+3,163
24
$9.09M 0.88%
140,128
+10,828
25
$9.05M 0.88%
141,280
+13,052
1
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