RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.06%
1,900
+107
252
$250K 0.06%
+6,236
253
$242K 0.05%
4,478
254
$242K 0.05%
4,016
-111
255
$241K 0.05%
+6,664
256
$240K 0.05%
1,628
-210
257
$239K 0.05%
4,295
+212
258
$237K 0.05%
3,062
+408
259
$236K 0.05%
32,450
+1,604
260
$236K 0.05%
7,677
-300
261
$235K 0.05%
1,597
-39
262
$234K 0.05%
4,454
+71
263
$233K 0.05%
10,458
-4,512
264
$230K 0.05%
1,031
+41
265
$230K 0.05%
+41,234
266
$229K 0.05%
2,511
-132
267
$228K 0.05%
5,697
+281
268
$225K 0.05%
+8,707
269
$225K 0.05%
3,740
+34
270
$225K 0.05%
+12,241
271
$224K 0.05%
3,549
-48
272
$223K 0.05%
+2,512
273
$223K 0.05%
1,613
+104
274
$222K 0.05%
+4,598
275
$221K 0.05%
4,600
9 10
11
12 13