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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.06%
11,550
+3,350
227
$259K 0.06%
4,387
-700
228
$258K 0.06%
4,696
-856
229
$254K 0.06%
3,150
+217
230
$249K 0.06%
2,140
+23
231
$237K 0.06%
745
-4
232
$236K 0.06%
7,674
-353
233
– –
0
234
$234K 0.06%
4,354
-20
235
$233K 0.06%
6,844
+281
236
$232K 0.06%
2,574
-25
237
$229K 0.06%
29,000
+80
238
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4,110
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239
$222K 0.06%
1,509
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240
$218K 0.05%
+2,947
241
$218K 0.05%
2,594
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242
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243
$216K 0.05%
6,187
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244
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10,764
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245
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246
$207K 0.05%
2,919
-25,159
247
$196K 0.05%
17,250
248
$196K 0.05%
+10,400
249
$187K 0.05%
14,478
-899
250
$177K 0.04%
11,111
-3,047
8 9
10
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