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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
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