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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$140K 0.04%
3,304
+49
302
$139K 0.04%
3,190
303
$139K 0.04%
1,000
304
$137K 0.04%
3,793
+1,493
305
$132K 0.03%
454
+94
306
$132K 0.03%
2,524
-42
307
$132K 0.03%
1,096
-86
308
$132K 0.03%
8,588
+130
309
$131K 0.03%
3,145
310
$131K 0.03%
+5,045
311
$130K 0.03%
3,309
+794
312
$128K 0.03%
3,100
-2,469
313
$127K 0.03%
925
+644
314
$125K 0.03%
5,936
315
$123K 0.03%
5,367
-170,721
316
$123K 0.03%
4,790
+924
317
$123K 0.03%
3,292
+32
318
$123K 0.03%
3,085
+120
319
$120K 0.03%
19,344
+12,288
320
$119K 0.03%
1,353
-149
321
$117K 0.03%
1,804
+938
322
$116K 0.03%
1,330
+219
323
$116K 0.03%
11,145
+1,254
324
$115K 0.03%
2,632
+18
325
$114K 0.03%
3,634
+16
11 12
13
14 15