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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.07%
14,878
+1,070
227
$345K 0.07%
14,922
+39
228
$343K 0.07%
24,066
-540
229
$342K 0.07%
3,305
-145
230
$341K 0.07%
2,341
+65
231
$340K 0.07%
12,154
+161
232
$339K 0.07%
2,997
+707
233
$338K 0.07%
5,946
-45
234
$336K 0.07%
7,737
-596
235
$334K 0.07%
1,608
-634
236
$333K 0.07%
15,290
+2,168
237
$329K 0.06%
7,974
+60
238
$329K 0.06%
16,400
-250
239
$327K 0.06%
+4,396
240
$327K 0.06%
16,213
+763
241
$326K 0.06%
4,436
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242
$323K 0.06%
6,260
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243
$322K 0.06%
9,908
244
$314K 0.06%
+5,849
245
$313K 0.06%
10,420
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246
$313K 0.06%
+5,142
247
$312K 0.06%
4,263
248
$311K 0.06%
5,602
+4
249
$307K 0.06%
1,338
-39
250
$307K 0.06%
12,003
-872
8 9
10
11 12