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
276
$220K 0.05%
+15,565
277
$220K 0.05%
13,456
+638
278
$219K 0.05%
4,022
-857
279
$218K 0.05%
+9,425
280
$217K 0.05%
1,388
281
$217K 0.05%
10,982
+635
282
$216K 0.05%
+3,614
283
$216K 0.05%
23,753
+1,132
284
$216K 0.05%
1,785
+1
285
$216K 0.05%
7,221
+458
286
$216K 0.05%
+4,854
287
$212K 0.05%
1,385
+100
288
$212K 0.05%
1,419
+70
289
$211K 0.05%
1,950
+77
290
$211K 0.05%
618
-44
291
$211K 0.05%
+925
292
$208K 0.05%
+2,601
293
$208K 0.05%
17,975
+725
294
$208K 0.05%
+16,646
295
$208K 0.05%
+2,797
296
$206K 0.05%
2,402
+31
297
$206K 0.05%
31,452
-4,290
298
$205K 0.05%
+2,719
299
$205K 0.05%
+605
300
$203K 0.04%
+9,077
10 11
12
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