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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$371K 0.07%
11,860
-91
227
$354K 0.07%
4,176
-2,111
228
$350K 0.07%
373
+75
229
$349K 0.07%
23,800
+1,300
230
$343K 0.07%
13,544
-300
231
$340K 0.07%
24,606
+542
232
$336K 0.07%
8,370
-348
233
$331K 0.06%
11,993
-1,991
234
$329K 0.06%
13,808
235
$328K 0.06%
16,650
236
$328K 0.06%
6,224
-329
237
$326K 0.06%
5,991
+2,162
238
$326K 0.06%
12,875
-999
239
$324K 0.06%
9,507
+348
240
$321K 0.06%
6,386
+2,316
241
$319K 0.06%
9,908
242
$315K 0.06%
16,809
+639
243
$314K 0.06%
+6,670
244
$314K 0.06%
7,463
-2,735
245
$312K 0.06%
7,597
-431
246
$311K 0.06%
+7,914
247
$311K 0.06%
13,037
+1,888
248
$310K 0.06%
4,327
-246
249
$309K 0.06%
3,788
+301
250
$308K 0.06%
15,450
+278
8 9
10
11 12