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
276
$237K 0.05%
7,600
+20
277
$234K 0.05%
1,432
-29
278
$233K 0.05%
7,410
-1,460
279
$231K 0.05%
+7,983
280
$231K 0.05%
3,992
+347
281
$228K 0.04%
11,376
-756
282
$224K 0.04%
+2,070
283
$217K 0.04%
18,817
+1,810
284
$214K 0.04%
2,244
-105
285
$214K 0.04%
1,442
-20
286
$214K 0.04%
1,299
287
$211K 0.04%
+3,576
288
$210K 0.04%
+1,091
289
$210K 0.04%
2,754
-43
290
$210K 0.04%
+6,536
291
$206K 0.04%
+4,725
292
$203K 0.04%
+1,124
293
$197K 0.04%
7,039
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294
$196K 0.04%
+12,300
295
$191K 0.04%
6,759
-82
296
$182K 0.04%
10,575
-99
297
$169K 0.03%
17,505
298
$163K 0.03%
11,478
299
$162K 0.03%
16,032
+410
300
$145K 0.03%
276
-97
10 11
12
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