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
251
$307K 0.06%
5,598
+180
252
$302K 0.06%
3,602
+850
253
$300K 0.06%
10,975
+585
254
$298K 0.06%
9,718
-4,874
255
$282K 0.05%
5,866
+10
256
$282K 0.05%
3,798
-282
257
$280K 0.05%
+13,122
258
$279K 0.05%
8,870
+1,340
259
$278K 0.05%
4,065
-293
260
$273K 0.05%
1,565
-35
261
$272K 0.05%
3,322
-92
262
$267K 0.05%
3,404
+458
263
$264K 0.05%
4,900
+960
264
$264K 0.05%
5,112
-7,450
265
$263K 0.05%
4,263
+30
266
$263K 0.05%
11,143
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267
$262K 0.05%
7,680
-6,844
268
$260K 0.05%
17,007
-242
269
$259K 0.05%
10,280
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270
$259K 0.05%
7,410
-885
271
$258K 0.05%
6,693
+1,071
272
$254K 0.05%
5,182
+24
273
$254K 0.05%
1,460
+147
274
$252K 0.05%
1,461
-656
275
$249K 0.05%
2,290
+2
9 10
11
12 13