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
251
$299K 0.06%
4,095
+30
252
$291K 0.06%
3,331
+9
253
$283K 0.06%
+3,357
254
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3,308
-868
255
$279K 0.05%
+3,801
256
$279K 0.05%
13,974
+430
257
$277K 0.05%
1,413
-47
258
$269K 0.05%
5,577
-289
259
$268K 0.05%
3,026
-576
260
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1,594
+316
261
$267K 0.05%
7,015
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262
$267K 0.05%
2,679
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263
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11,541
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264
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6,946
+253
265
$260K 0.05%
4,193
-1,606
266
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268
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5,802
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269
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3,290
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270
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9,620
-1,355
271
$249K 0.05%
+3,712
272
$242K 0.05%
+4,156
273
$241K 0.05%
3,746
274
$240K 0.05%
5,525
+400
275
$239K 0.05%
10,165
-115
9 10
11
12 13