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
276
$247K 0.05%
+3,586
277
$245K 0.05%
+9,514
278
$244K 0.05%
+2,692
279
$240K 0.05%
+2,317
280
$238K 0.05%
5,788
-181
281
$235K 0.05%
+1,462
282
$235K 0.05%
3,746
+2
283
$235K 0.05%
7,827
-10,037
284
$231K 0.05%
+5,125
285
$228K 0.04%
+7,580
286
$227K 0.04%
12,132
-2,836
287
$218K 0.04%
+1,169
288
$217K 0.04%
1,278
-181
289
$217K 0.04%
+2,025
290
$216K 0.04%
+1,536
291
$214K 0.04%
+3,645
292
$213K 0.04%
+2,797
293
$211K 0.04%
+1,299
294
$208K 0.04%
+2,349
295
$208K 0.04%
1,107
+779
296
$207K 0.04%
11,478
+5
297
$203K 0.04%
+3,900
298
$202K 0.04%
+7,034
299
$193K 0.04%
+10,100
300
$189K 0.04%
+10,674
10 11
12
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