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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$141K 0.03%
10,468
+133
252
$137K 0.03%
+11,000
253
$137K 0.03%
16,819
+2,720
254
$107K 0.03%
1,963
-449
255
$85K 0.02%
+11,874
256
$77K 0.02%
+11,347
257
$73K 0.02%
+13,224
258
$61K 0.02%
355
-33
259
– –
0
260
– –
0
261
$10K ﹤0.01%
32,950
-1,000
262
– –
-8,732
263
– –
-80,761
264
– –
-34,245
265
– –
-1,201
266
– –
-8,043
267
– –
0
268
– –
-9,713
269
– –
-2,445
270
– –
-10,720
271
– –
-3,943
272
– –
-4,641
273
– –
-20,027
274
– –
-22,121
275
– –
-23,308
8 9 10
11
12