RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.68M
4
LEA icon
Lear
LEA
+$1.64M
5
LPX icon
Louisiana-Pacific
LPX
+$1.63M

Top Sells

1
+$6.64M
2
+$3.93M
3
+$3.79M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.83M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.59M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-9,348
327
– –
0
328
– –
-16,646
329
– –
-3,816
330
– –
-15,565
331
– –
-3,740
332
– –
-3,260
333
– –
-1,785
334
– –
-4,022
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