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
301
$185K 0.04%
6,841
+249
302
$171K 0.03%
+17,505
303
$170K 0.03%
16,952
+238
304
$164K 0.03%
+15,622
305
$163K 0.03%
24,911
-3,239
306
$143K 0.03%
24,860
307
$142K 0.03%
12,367
-6,050
308
$115K 0.02%
2,056
+1
309
$115K 0.02%
13,611
+805
310
$110K 0.02%
16,940
311
$70K 0.01%
29,560
-5,000
312
$66K 0.01%
15,000
313
– –
0
314
– –
0
315
$26K 0.01%
27,500
+2,900
316
– –
0
317
$10K ﹤0.01%
2,215
318
– –
0
319
– –
0
320
– –
-6,928
321
– –
-7,378
322
– –
-8,472
323
– –
-19,345
324
– –
-13,800
325
– –
-11,656
11 12
13
14 15