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
351
$92K 0.02%
1,033
+888
352
$92K 0.02%
1,400
353
$92K 0.02%
6,979
+288
354
$91K 0.02%
855
355
$91K 0.02%
+2,624
356
$91K 0.02%
1,385
+345
357
$91K 0.02%
1,800
358
$90K 0.02%
972
-158
359
$89K 0.02%
124
+38
360
$88K 0.02%
+596
361
$88K 0.02%
813
+50
362
$87K 0.02%
800
-1,106
363
$87K 0.02%
1,518
-1,868
364
$86K 0.02%
1,502
+608
365
$86K 0.02%
+6,828
366
$86K 0.02%
1,509
+1,044
367
$85K 0.02%
1,716
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368
$85K 0.02%
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369
$85K 0.02%
1,904
370
$85K 0.02%
138,960
+28,200
371
$84K 0.02%
794
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372
$84K 0.02%
1,750
373
$84K 0.02%
3,472
-608
374
$84K 0.02%
+1,433
375
$83K 0.02%
1,540
+864
13 14
15
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