RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.07%
14,325
+3,700
227
$304K 0.07%
4,570
+212
228
$303K 0.07%
8,351
+2,379
229
$301K 0.07%
2,516
-17,611
230
$299K 0.07%
2,574
231
$299K 0.07%
1,398
+46
232
$297K 0.07%
+9,348
233
$294K 0.07%
5,033
-2,945
234
$294K 0.07%
+9,539
235
$292K 0.06%
14,233
-524
236
$284K 0.06%
3,558
+208
237
$284K 0.06%
16,140
-12,015
238
$282K 0.06%
+1,481
239
$280K 0.06%
785
-171
240
$276K 0.06%
5,060
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241
$276K 0.06%
3,816
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242
$276K 0.06%
+3,979
243
$272K 0.06%
7,209
-1,653
244
$270K 0.06%
+5,367
245
$266K 0.06%
+2,492
246
$265K 0.06%
+18,287
247
$265K 0.06%
4,653
+782
248
$264K 0.06%
4,768
+94
249
$262K 0.06%
7,094
-420
250
$260K 0.06%
4,414
+266
8 9
10
11 12