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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$259K 0.08%
4,918
-996
227
$256K 0.08%
14,454
-1,686
228
$255K 0.08%
10,401
-4,731
229
$251K 0.08%
3,153
-1,417
230
$249K 0.08%
5,243
-1,699
231
$242K 0.07%
4,130
-284
232
$238K 0.07%
3,897
-2,866
233
$236K 0.07%
+2,149
234
$230K 0.07%
13,034
-7,520
235
$230K 0.07%
3,973
-4,390
236
$227K 0.07%
5,927
-309
237
$213K 0.06%
6,790
-887
238
$209K 0.06%
6,372
-2,335
239
$209K 0.06%
+7,466
240
$209K 0.06%
10,310
-672
241
$208K 0.06%
+532
242
$207K 0.06%
+4,053
243
$204K 0.06%
17,250
-725
244
$204K 0.06%
1,684
-985
245
$203K 0.06%
2,297
-215
246
$203K 0.06%
926
+1
247
$199K 0.06%
17,720
-6,033
248
$167K 0.05%
24,867
-6,585
249
$144K 0.04%
2,844
-1,027
250
$139K 0.04%
+24,749
8 9
10
11 12