RIA

Regal Investment Advisors Portfolio holdings

AUM $1.24B
This Quarter Return
-0.31%
1 Year Return
+8.06%
3 Year Return
+23.04%
5 Year Return
+95.63%
10 Year Return
+133.62%
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
-$82.6M
Cap. Flow %
-6.68%
Top 10 Hldgs %
22.93%
Holding
498
New
32
Increased
165
Reduced
230
Closed
38

Top Buys

1
$5.31M
2
$5.03M
3
$3.36M
4
$3.34M
5
$3.19M

Top Sells

1
$7.73M
2
$5.93M
3
$4.18M
4
$3.96M
5
$3.9M

Sector Composition

1Technology8.28%
2Healthcare4.73%
3Consumer Staples4.4%
4Financials3.64%
5Consumer Discretionary2.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$780K0.06% 9,304
-585
-6%
-$49K
$777K0.06%
+4,307
 New
+$777K
$767K0.06% 11,266
-183
-2%
-$12.5K
$765K0.06% 22,847
-1,003
-4%
-$33.6K
$758K0.06% 3,697
-5,082
-58%
-$1.04M
$748K0.06% 33,890
+1,675
+5%
+$37K
$746K0.06% 6,784
-4,783
-41%
-$526K
$744K0.06% 38,203
-1,774
-4%
-$34.6K
$736K0.06% 54,296
-525
-1%
-$7.12K
$721K0.06% 29,518
+9,452
+47%
+$231K
$719K0.06% 6,848
-8,070
-54%
-$847K
$711K0.06% 2,061
+358
+21%
+$124K
$701K0.06% 6,827
+374
+6%
+$38.4K
$700K0.06% 1,826
+428
+31%
+$164K
$694K0.06% 4,961
+23
+0.5%
+$3.22K
$693K0.06% 11,164
+1,720
+18%
+$107K
$693K0.06% 7,064
-565
-7%
-$55.4K
$691K0.06% 30,114
-1,551
-5%
-$35.6K
$689K0.06% 8,161
-3,487
-30%
-$294K
$681K0.06% 1,588
+353
+29%
+$151K
$680K0.06% 4,711
-45
-1%
-$6.5K
$675K0.05% 471
+41
+10%
+$58.7K
$671K0.05% 842
+98
+13%
+$78.1K
$669K0.05%
+5,987
 New
+$669K
$665K0.05% 26,073
+6,170
+31%
+$157K
1 91011121320