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
326
$114K 0.03%
8,622
+5,886
327
$111K 0.03%
2,553
+94
328
$110K 0.03%
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329
$110K 0.03%
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330
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-7,289
331
$109K 0.03%
4,465
-6,759
332
$109K 0.03%
1,590
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333
$108K 0.03%
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334
$106K 0.03%
3,012
335
$105K 0.03%
808
336
$105K 0.03%
3,150
337
$105K 0.03%
981
-328
338
$103K 0.03%
11,110
-1,025
339
$101K 0.03%
2,400
340
$101K 0.03%
3,320
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341
$100K 0.03%
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342
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343
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2,302
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344
$98K 0.03%
1,388
-87
345
$97K 0.03%
1,358
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346
$96K 0.02%
2,400
-46
347
$95K 0.02%
3,358
+336
348
$94K 0.02%
1,412
349
$93K 0.02%
1,107
+850
350
$93K 0.02%
908
+558
12 13
14
15 16