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
401
$65K 0.02%
4,757
+4,607
402
$64K 0.02%
2,476
-424
403
$61K 0.02%
4,292
-253
404
$61K 0.02%
1,268
405
$61K 0.02%
1,620
-194
406
$61K 0.02%
637
+99
407
$59K 0.02%
1,100
408
$59K 0.02%
500
409
$59K 0.02%
1,276
-164
410
$58K 0.02%
+1,804
411
$57K 0.01%
1,680
+1,390
412
$56K 0.01%
1,175
413
$56K 0.01%
2,265
-1,840
414
$56K 0.01%
2,118
+91
415
$55K 0.01%
2,114
-1,210
416
$55K 0.01%
445
-2,623
417
$55K 0.01%
2,475
-2,529
418
$55K 0.01%
1,950
419
$54K 0.01%
+3,900
420
$54K 0.01%
519
+63
421
$54K 0.01%
1,300
+400
422
$53K 0.01%
1,500
423
$52K 0.01%
+1,102
424
$51K 0.01%
532
-6
425
$51K 0.01%
1,373
15 16
17
18 19